- 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.