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  • Salesforce for Beginners
  • Sharif Shaalan
  • 71字
  • 2021-06-24 16:16:06

Business use case

You are a sales representative at XYZ Widgets. Mr. Jack Rogers is a contact that is interested in buying your product. You call Jack and have a good conversation with him. After the conversation, you decide to set up a follow-up task so that you can call Jack again so that you can gather more information on the next steps to take. Let's see how this is done.

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