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Salesforce training (Leads (info contained (pardot etc) (refer back to…
Salesforce training
Leads
how they come in
info contained (pardot etc)
refer back to marketing etc.
how to convert a lead
duplicate checking?
Contacts
Difference between contact and a lead
contacts are linked to accounts
instrument usage / applicaiton - key for building our knowledge of market
Accounts
information
what are essential fields needed for record
useful to refer to (e.g cases)
Map plotter
Opportunities
Quoting
new system coming soon!
short term arrangements - more to follow
Reports & dashboards
Where to come for support