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Вивчайте Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce | Section
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CRM Fundamentals for Project Management

bookUnderstanding 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.

question mark

When converting a lead in Salesforce, which of the following records is NOT automatically created?

Select the correct answer

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Секція 1. Розділ 8

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bookUnderstanding Leads, Contacts, Accounts, and Opportunities in Salesforce

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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.

question mark

When converting a lead in Salesforce, which of the following records is NOT automatically created?

Select the correct answer

Все було зрозуміло?

Як ми можемо покращити це?

Дякуємо за ваш відгук!

Секція 1. Розділ 8
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