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The Beginners Guide to Salesforce
The Beginners Guide to Salesforce
1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
6. Salesforce Reporting & Analytics
Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce
In Salesforce, managing potential customers and business relationships involves different data categories: Leads, Contacts, Accounts, and Opportunities. Each serves a distinct purpose in organizing and progressing through the sales process. Let's break down what each term means and how they work together.
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