Creating and customizing a Sales Path and Lead Processes

Sep 25, 2021, 7:30 – 8:30 AM

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

When

Saturday, September 25, 2021
7:30 AM – 8:30 AM UTC

Agenda

Welcome & Introduction by Leaders
Sales Path
Lead Processes
Questions & Answers and Quiz

Group Leaders

  • Hardik Kevadiya

    AGS Health, LLC | EZDI, Inc.

    Leader

  • Dharmik Thummar

    Accenture

    Leader

Powered by

Trailblazer Community logo

Trailblazer Community

CONTACT US

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud

JOIN US