This guide was created with Scribe. Sign in and create your own!
Standard Sales Processes in Salesforce
Salesforce
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
Have something to say?Create an account to leave messages for the author to see!
Documents you might like
This Page is in tip-top shape!Leave feedback if there are any issues with this Page