Week 4 & 5 - Leads

Weeks four and five are all about leads. From manually creating a basic lead record, copying a lead record for more efficient data entry, finding duplicate records & merging, creating list views and filters when browsing & navigating the lead interface, using tags to create personalized lists as well as a section dedicated to associating leads with campaigns, and finally converting a lead into a person account this section gives a fairly thorough look at end user's interaction with the leads features. The PowerPoint slide show provided in the salesforce user guide also contains additional notes and insights on using these tools and as always videos are easily accessible in the screencast side bar of this blog.