Salesforce Reference Guide Version 6.3

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Leads

Within this tab you will see a detailed overview of each leads’ information such as: company, email, and status. You’ll also be able to see if they have filled out a form or came across an ad on Google. These are people/companies raising their hand for more information. You will have a list view drop down where you can toggle through your leads such as: My leads, My hotels, and recently viewed, etc. Leads are a Salespersons dream because they’re already actively looking to solve a problem and buy.

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