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Salesforce _ Flowchart

Salesforce _ Flowchart

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Published by ajmal_2k
Salesforce Flow chart
Salesforce Flow chart

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Published by: ajmal_2k on Dec 12, 2012
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05/14/2014

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Pristine’s Sales Force Flowchart

Go to back to Lead Tab, Edit Lead , enter all information and save. Then click on Find Duplicates. Go to the Contact Tab. Edit the contact and add additional Contact Information & Save While still on the Contact, scroll down to the middle of page and click on Add Site

Lead Search

YES NO

Go to Organization Tab and Search for the Organization

YES

Click on Convert

Lead is being Converted to a Contact

NO
On the Organization Tab Click on New

On the Lead/Contact page search for and Attach Organization to Lead/Contact After Add Site is completed, go to the Opportunity Tab

Create Organization and go back to Leads Tab

Click on New, enter all information and save. Then click on Find Duplicates.

Click on the Opportunity Name, then EDIT. Add appropriate information and change the Stage to 8 – Closed/Won

Copyright © 2010 All Rights Reserved. Pristine Technology Solutions, Inc

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