-
We go through the following in this video: 1. Generating Tabular Reports 2. Converting Tabular to Summary and Matrix Reports 3. Editing reports to change scope, duration, role 4. Running and editing canned reports
-
-
-
We go through the process of Setting the Email Opt Out field on several thousand Leads after the client sent mass email and those Leads' email addresses bounced. 1. Formatting Excel file for upload 2. Performing Test import with 10 records to test process 3. Doing main import 4. While waiting for import to process I also show you how to write a Lead Email report that is filtered by: Email Opt Out field Not Equal to True (Checked) …
-
San Diego CRM Training Videos - Salesforce 101
Watch these videos first if you are in the process of implementing Salesforce.com
Browse This Channel
More stuff from “San Diego CRM Training Videos - Salesforce 101”
Shout Box
Channels are a simple, beautiful way to showcase and watch videos. Browse more Channels. 