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Topics#Data ManagementAnton Nixon의 질문
Anton Nixon 님이 #Data Management에 질문했습니다
2016년 6월 1일 오전 12:13

New to Salesforce. Recently purchased 8,000 leads and want to break them down into chunks of 300. Do I need to make a campaign? or use a filter? and how do I do that? Thanks!

In the past someone else had set up my CRM software for me so I didn't have to do anything but call.  Now I don't have that option and I have to learn how to narrow down the parameters so I don't have 8,000 leads waiting for call back.

 

How do I narrow down the leads to 300?  I want to search by region and by employee size of the companies I am reaching out to.  

 

Is this done through a campaign? or filtering system?  and how do I set that up? 

 

Thanks, Anton 
답변 4개
  1. Jeff May
    2016년 6월 3일 오후 12:09
    Great.  Please mark a Best Answer to this question so everyone knows you are all set.  Plus, here is a link that explains Salesforce Campaigns to get you started:  https://help.salesforce.com/apex/HTViewHelpDoc?id=campaigns_def.htm&language=en

     

    You should also take a look at the Trailhead modules at : https://admin.salesforce.com/resources

     

    Trailhead is designed to help us all learn Salesforce features in an interactive and easy to learn way.
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