4.3 (Applications)

Posted: January 16, 2010 in eLearning

Lab Name: Lab 4.3 – Qualify and Convert Leads
Chapter: 4
Page: 21

What is the primary entity the lab is based on?

  • Creating a telephone call and an email activity within a lead record

What are the associated entities?

  • Converting a lead into an opportunity, account and contact

What did you learn to do in this lab?

  • How to create an activity within a lead, and how to convert leads into opportunities, accounts and contacts. How to change the view in leads

Are you confident that you could do the lab again without referring to the courseware?

  • Yes



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