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Lära Optimizing Salesforce Dashboards & Task Management | Closing Deals & Managing Opportunities in Salesforce
The Beginners Guide to Salesforce
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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
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

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Optimizing Salesforce Dashboards & Task Management

Dashboard & report tools streamline your workflow and ensure you can stay organized while managing your daily responsibilities.

1. What is the primary purpose of adding tabs to the navigation bar?

2. How can you create a task directly from a record in Salesforce?

question mark

What is the primary purpose of adding tabs to the navigation bar?

Select the correct answer

question mark

How can you create a task directly from a record in Salesforce?

Select the correct answer

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Avsnitt 3. Kapitel 5
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