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Salesforce @ Interra by Mind Map: Salesforce @ Interra
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Salesforce @ Interra

SalesForce Fields

Lead

Account

Contact

Opportunity

Campaigns

Purpose of this map

Interra is committed to using salesforce

It is our prospective member and member database

It is used to manage our relationships with the network we are building

This map is intended to help Interra agents

Salesforce Tasks to Be Completed

clean up duplicates when appropriate

add new leads - accounts and contacts

hunt down returned emails

modify contact and specify Interra role

Salesforce Questions to be Discussed

Lead

Accounts

Contacts

Opportunities