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Salesforce User Guide
Leads and Cases
Leads and Cases
Leads
What are Leads
Creating a Lead
Logging a Call on a Lead
Sending an Email in a lead
Setting an Event on a Lead
Set a task on the lead
Close - Not Qualifying a Lead
Re-Open an Unqualified Lead
Converting a Lead
Cases
General Information about cases
Creating a new Enquiry Case
Transferring a Case to a new owner (Single Case)
Bulk Transferring Cases (Multiple Cases)
Adding Notes to a Case
Sending an Email from a Case
Setting a Task on a Case
Setting an Event on a case
Updating a Case
Finalising a Case
Topics
Leads
9
What are Leads
Creating a Lead
Logging a Call on a Lead
Sending an Email in a lead
Setting an Event on a Lead
Set a task on the lead
Close - Not Qualifying a Lead
Re-Open an Unqualified Lead
Converting a Lead
Cases
10
General Information about cases
Creating a new Enquiry Case
Transferring a Case to a new owner (Single Case)
Bulk Transferring Cases (Multiple Cases)
Adding Notes to a Case
Sending an Email from a Case
Setting a Task on a Case
Setting an Event on a case
Updating a Case
Finalising a Case
Generate Manual PDF
Other Resources
Accounts and Contacts
Selling and Opportunities
Courses, Attendees and Bookings
Products and Pricing
(Legacy) Services and Restocking
Reports and Dashboards
Leads and Cases
Events Management
Tasks, Chatter and Communication
Member Management
Other
Website
Restocker App - Servicing and Restocking
