Sales Process Explained in Salesforce!

  Рет қаралды 23,457

Nick Boardman

Nick Boardman

Күн бұрын

Пікірлер: 14
@Wildflower894
@Wildflower894 Жыл бұрын
This video is underrated. As an absolute beginner, It's the first time I've seen someone go over the basics instead of the confusing salesforce demos.
@redpilldude8688
@redpilldude8688 11 ай бұрын
Very clearly explained and thorough. Thank you man
@kiranvrao9714
@kiranvrao9714 Жыл бұрын
Thanks mate, very helpful
@RachelThomas-b3p
@RachelThomas-b3p 4 ай бұрын
Great video! Did you use Flows to get each object to auto create the next stage (example: Once Lead is marked Complete, how did you get it to auto create an Account, Contact, and Opportunity?)
@IZZYp1000
@IZZYp1000 11 ай бұрын
Thank you very much. Extremely helpful!
@NickBoardman
@NickBoardman 11 ай бұрын
No worries! 🫡
@KT-dj4iy
@KT-dj4iy 2 ай бұрын
How would you handle the situation where the lead doesn't qualify right now, but you have good reason to believe they will in future? It's not the time to create an opportunity in Salesforce, but nor do I just want to discard them. So, what *do* I do with them?
@rajendrakumarvupputuri9458
@rajendrakumarvupputuri9458 6 ай бұрын
Excellent vid
@JoeNaab
@JoeNaab Жыл бұрын
Brilliant. Thank you so much.
@NickBoardman
@NickBoardman Жыл бұрын
My pleasure sir!
@pranjitmohite
@pranjitmohite 8 ай бұрын
nicely explained
@samimsaleh1129
@samimsaleh1129 8 ай бұрын
nice video my man.
@His.Garage
@His.Garage 5 ай бұрын
are you Salesforce developer
@newbornstut
@newbornstut Ай бұрын
It's not clear at all, how you decided whether your opportunity is converted or not without sending a quotation? What happens afterwards? From practical point of view this does not suit with a real process at all
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