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Retail Seller Lifecycle (Fall '23)
Amber Milks
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0 step
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2 minutes
Salesforce
1
Click this icon.
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Click "New Person"
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3
Fill out Required Fields
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Click "Seller"
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Click "Save"
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Click "Attempted"
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Click "Mark as Current Stage"
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Click "Manage Touch Plan"
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Click "The New Seller Lead Plan"
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10
Click here.
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Click "Save"
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12
Click "Contacted"
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13
Click "Mark as Current Stage"
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14
Click "Manage Touch Plan"
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Click "The New Seller Lead Plan"
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Click here.
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Click "Save"
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Click "Create new..."
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Fill out the Appointment Form required fields
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Click "Save"
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