Mastering Salesforce Cases: Streamlining Case Management
Feature Videos, Salesforce Dorian Earl Feature Videos, Salesforce Dorian Earl

Mastering Salesforce Cases: Streamlining Case Management

Salesforce Consultant Sandhya demonstrates how Lead Intelligence View consolidates lead management into a single interface. This feature combines lead status, source information, and activity history while enabling direct actions like email sending and record updates. Sales and marketing teams can filter high-priority prospects and execute follow-ups without navigating between multiple screens, significantly improving workflow efficiency and response times.

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