Course 5- Salesforce for MDR
Learn how to navigate Salesforce as an MDR, including generating leads, updating lead status, managing tasks, using dashboards, and tracking performance to stay organized and drive conversions.
Inbound Leads at ShipMonk
Reminder! Rules of Engagement
Website Lead that Schedules a Meeting
Website Meeting Request to Salesforce Lead
Website Lead that Fills Out a Form
Website Form to Salesforce Lead
Manually Creating an Inbound Lead
Manually Creating a Lead in Salesforce
Qualifying with Confidence- Scoring Calls
Lead Scoring Template
Working a Lead in Salesforce
Converting Leads
Converting MQLs to Fulfillment Consultants in Salesforce
Dashboards
MDR Dashboard
Reports
MDR Qualified Meetings this Month