logged out logo

    Standard Sales Processes in Salesforce

    • SalesforceSalesforce

    Please follow the following standard processes and rules of engagement in Salesforce. First, familiarize yourself with Salesforce's CRM with the following tutorial video.


    Adding new Contacts, Accounts, and Leads

    Opening new Opportunities

    How to create an Opportunity in SFDC

    Salesforce
    12 Steps
    Leni Vasquez

    Salesforce - How to Change Opportunity Owner

    Salesforce
    6 Steps
    Jennifer Smith


    Sending Contracts

    Send a contract via Docusign

    11 Steps
    Meg Zabrowski



    Documents you might like
    This Page is in tip-top shape!Leave feedback if there are any issues with this Page
    ;