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Salesforce for Sales Managers

Video Introducing this tutorial

Introduction

Welcome
What to know before watching this course
The importance of rules and quality data

1. Lead and Opportunity Management

Understand the leads lifecycle
How to view and assign leads
The importance of tracking
View team leads and opportunities
Transfer leads and opportunities

2. Reporting

Create basic sales reports
Create reports by salesperson
Create reports by teams
Create a goals-based dashboard
View your sales pipeline with dashboards

3. Products and Price Books

How products and price books are used in Salesforce
How to set up a price book
How to set up a product

4. Forecasting

How are forecasts used?
View and adjust forecasts
View quotas in forecasts

Conclusion

Next steps