Please join us for an interactive meet with fellow trailblazers!
During this meet up you will learn how to gather information from your Sales and Marketing team to customize the Sales Path and Lead Processes.
It will be an interactive session where trailblazers will understand the importance of the Sales Path and Lead Processes.
We will have fun sessions, Quiz, and Networking.
About this event
Like any kind of path, a sales path leads you where you need to go. Using sales paths helps your sales reps adopt and adhere to your company's sales processes without getting sidetracked.
In this session the trailblazers will learn:
How to collect information from Sales Team
Customizing sales path
Creating and customizing sales path for multiple record types
Customizing lead processes
Creating and customizing sales path for multiple record types
Demo of Sales Path and Lead Processes
At the end of the session, you can ask any questions you may have related to Sales Path and Lead Processes.
Join SALESFORCE ADMIN GROUP, AHMEDABAD, INDIA community group to learn and network with fellow Salesforce Administrators and win salesforce certification voucher.
Speaker
Hardik Kevadiya
Senior Manager, Marketing
When
Saturday, September 25, 2021 7:30 AM – 8:30 AM (UTC)
Introduction to the Salesforce Admin Group, Ahmedabad. Quick briefing about the event Agenda and Speaker.
7:35 AM
Sales Path
As a Salesforce Admin what you need to collect from your Sales Team.
After collecting the information on how to customize the Sales Path to meet the Sales Process.
8:05 AM
Lead Processes
Basics of Lead Processes and how to customize them to meet the need of your Sales and Marketing Teams
8:20 AM
Questions & Answers and Quiz
The speaker will answer any question you may have related to Sales Path and Lead Processes and we will play the quiz and award the gifts to winners.
