Salesforce Sales Manager Assignment M756Fall 2019.docx - Salesforce Sales Manager Assignment MKTG756 Strategic CRM Fall 2019 By Mihir Sutarwala 1 Take a

Salesforce Sales Manager Assignment M756Fall 2019.docx -...

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Salesforce Sales Manager Assignment MKTG756 Strategic CRM Fall 2019 By: Mihir Sutarwala 1. Take a screenshot of the lead details (search for Ann’s lead record and then select the Details tab and take a screenshot of the information that displays including Name, Lead Owner, Title, Company (be sure your screenshot shows (at the top) that you are logged in as your name) Salesforce Sales Manager Assignment Page 1 of 6 Be sure your screenshot displays your name
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2. Show me (with a screenshot) how you, as Phil’s Sales Manager know that Ann received a Pinter Email Campaign? Where do you see this information on the lead record? Provide a screenshot here: Salesforce Sales Manager Assignment Page 2 of 6
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3. What can you do to Ann’s Lead Record to ensure that Phil follows up with Ann? For this task, consider how you can modify Ann’s Lead Record to notify Phil or schedule something for Phil so that he needs to follow up with Ann? Take a screenshot to show me what you have modified/created in the lead record to ensure Phil follows up with Ann.
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