salesforce十步標(biāo)準(zhǔn)演示-展示頁
2025-08-03 19:18本頁面
【正文】 see the 360degree view of information about Lauren. In fact, all the tabs in salesforce are structured this way. Since the entire application has a consistent look and feel, it?s really easy for new users to learn how to use salesforce. Now that I?ve reviewed the Account and Contact screens, I feel like I am armed with all the information that I need for my call with Lauren. Afterward, I?ll want to record information about the call in salesforce… Click 7: Activities Do Say Hover over Completed Activities and click on “Log a Call.” Associate the call to an Opportunity. Enter a few sentences in the description field. Create a follow up task for next week. Let?s say my call with Lauren went really well Lauren confirmed that we have been selected as their vendor of choice. I can track this call activity by creating a task. This is where I record my call notes. I?m also going to associate it with the relevant Opportunity, and I?m going to create a reminder to follow up with Lauren next week. So you can see that with just a few clicks, I was able to record my call, associate it to the opportunity, and create a follow up task all from one page. Next, I need to update the Opportunity to reflect that we?ve been selected… Click 8: Opportunities Do Say Click on edit next to the Opportunity Select “Proposal/Price Quote” as the new Sales Stage. Click “Save.” To do this, I simply need to update the Opportunity Stage field on the Opportunity. This update will reflect immediately on any related reports and dashboards… Click 9: Dashboards Do Say Click on the Dashboards Tab Because reports and dashboards update in realtime, I always have uptothe minute, accurate visibility into the sales pipeline. It also means that I don?t need to hassle my reps for time consuming weekly pipeline updates, and it allows me to engage with my reps in a more proactive and constructive fashion based on where I see I can best assist. So let?s wrap this up… Click 10: Home Do Say Click the Home Tab With just a few clicks, I was able to see what I needed to do, research related information and educate myself on the Account, update an opportunity, all the while having visibility into all my efforts via dashboards. All of this means, I s
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