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Lesson 7: Leads Management, Downloadable Version

Lesson 7: Leads Management, Downloadable Version

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  • 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.


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