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Course Overview
This course is designed to teach sales people the basics of the Salesforce app on a mobile device.
Who Should Attend
Sales Reps with no experience of using the Salesforce mobile app
Course Objectives
- Introductions / Login to the Salesforce app
- Overview of the Salesforce app for Sales
- Working with Leads
- Working with Accounts
- Working with Contacts
- Working with Opportunities
- Working with Activities
- Running Reports
- A Plan to Win
- Question & Answer
Course Outline
- Introductions / Login to the Salesforce app
- Overview of the Salesforce app for Sales
- Working with Leads
- Working with Accounts
- Working with Contacts
- Working with Opportunities
- Working with Activities
- Running Reports
- A Plan to Win
- Question & Answer