Users that are just getting started with Salesforce Account Engagement will learn how to build and send an email with Salesforce Account Engagement (Pardot)

In this 2:00 minute video we teach a business development and/or sales rep how to create leads in Salesforce.

by | May 11, 2024

(Video Length 2:00)

Topics Discussed in How to Create Leads in Salesforce

In this quick use case video we demonstrate how a rep can add new leads into the system (e.g. a referral or inbound call that is new to the database).

What You Will Learn:

  1. Where to locate the lead app (if necessary)
  2. How to understand what information is required to add a lead
  3. How to save lead
  4. How to check and edit lead

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.