The Blog

Salesforce Training

Adding a lead in Salesforce

Creating a Needs List for the Lead

Converting The Contact

Pre-approval Process in Contact

Pre-approval Email Example

!

Sending The Pre-approval Letter

Cust & Paste this link: https://docs.google.com/forms/d/e/1FAIpQLSdWGp9t-LQn3mAlPW8MtMaFdf-y1QF15NXR0IFb0lBUmElbyw/viewform.. 

Then save to your favorits on your phone and on your desktop.  Now watch the Video Below

Building the Opportunity