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Lynda - Learning SalesforceIQ CRM
Size: 263 MB | Duration: 1h 16m | Video: AVC (.mp4) 1280x720 30fps | Audio: AAC 48KHz 2ch | Subtitles
Genre: eLearning | Level: Beginner | Language: English

SalesforceIQ is a turn-key solution for small and medium businesses looking for a customer relationship management (CRM) system.


SalesforceIQ is a turn-key solution for small and medium businesses looking for a customer relationship management (CRM) system. In this course, Chris Mattia quickly gets you up and running with SalesforceIQ to manage your customers, sales, services, leads, accounts, and opportunities. Learn how to customize the account settings to meet the needs of your growing business, and build detailed records to track leads, opportunities, and existing customers throughout the sales pipeline. Discover how to track multiple pipelines with lists, and build event and communication logs to make sure everyone on the team has the latest information. Then find out how to build to-do lists with tasks, filter sales data, and run reports to track past performance and build accurate forecasts about future potential.




* Creating a SalesforceIQ CRM account
* Adding team members
* Creating contacts and accounts
* Editing profiles
* Creating and customizing lists
* Using the stream view
* Scheduling tasks and meetings
* Creating event and meeting logs
* Creating filters
* Running reports



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