Create a New Person with Lead Type and Buyer Template
Andrew Becker
18 steps
37 seconds
Salesforce
1
Navigate to [https://billionsmacdonaldbecker.lightning.force.com/lightning/page/home](https://billionsmacdonaldbecker.lightning.force.com/lightning/page/home)
2
Click here.
3
Click this icon.
4
Click "New Person"
5
Click "--None--"
6
Click "Interested"
7
Click the "First Name" field.
8
Type "Andrew [[tab]] TEST DELETE"
9
Click "*Lead Type --None--"
10
Click "--None--"
11
Click "Buyer"
12
Click "--None--"
13
Click "Google PPC"
14
Click "--None--"
15
Click "Unknown"
16
Click "--None--"
17
Click "Agent"
18
Click "Save"
Create a New Person with Lead Type and Buyer Template
Andrew Becker
18 steps
37 seconds
Salesforce
1
Navigate to [https://billionsmacdonaldbecker.lightning.force.com/lightning/page/home](https://billionsmacdonaldbecker.lightning.force.com/lightning/page/home)
2
Click here.
3
Click this icon.
4
Click "New Person"
5
Click "--None--"
6
Click "Interested"
7
Click the "First Name" field.
8
Type "Andrew [[tab]] TEST DELETE"
9
Click "*Lead Type --None--"
10
Click "--None--"
11
Click "Buyer"
12
Click "--None--"
13
Click "Google PPC"
14
Click "--None--"
15
Click "Unknown"
16
Click "--None--"
17
Click "Agent"
18
Click "Save"
