Expore the 8020CRM process with this interactive funnel, showing how your marketing dollars spent flow through the process to dollars earned

Jump to section Overview Before You Begin Why It Matters Step 1: Navigate Salesforce Using 8020CRM Step 2: Review Your Day with List...

Jump to a section Overview Before You Begin Why It Matters 1: Logging In to Salesforce 2: Understand the Salesforce Navigation 3: Switching Between Apps 4 : Customizing the Home Page 5 : Using Record Pages Effectively 6 : Converting Leads 7 : Helpful Tools Inside Salesforce Best Practices Learn More Overview Salesforce is a powerful CRM platform designed to manage leads, tasks, and workflows across multiple teams. This guide provides a walkthrough of the Salesforce interface