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Lesson 7: Leads Management, Downloadable Version
- By Justin Davis
- Published Jul 9, 2014 by Pearson IT Certification. Part of the LiveLessons series.
Downloadable Video
- Sorry, this book is no longer in print.
- About this video
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Description
- Copyright 2015
- Edition: 1st
- Downloadable Video
- ISBN-10: 0-13-383193-0
- ISBN-13: 978-0-13-383193-1
Lesson 7: Leads Management
This lesson discusses important concepts surrounding lead management and record types most useful for medium-sized organizations with various sales processes. Administrators will become proficient in management lead assignment rules, create web to lead forms, creating auto-response rules, performing mass delete and transfers, creating record types, and adding leads to campaigns.