In the previous chapter, we had an overview of various Front Office related concepts and Salesforce tools to support them. We discussed the core concepts of sales, marketing, services, and operational concepts. We discussed tools and critical Front Office concepts for Lead generation, marketing campaign, marketing automation, sales management, Configure Price Quote (CPQ), Contract Lifecycle Management (CLM), order fulfillment, customer service functions, and revenue management. In this chapter, we will be focusing on Lead and its processes, how to qualify the Lead and ...
2. Leads
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