Mastering Salesforce

This course is designed to equip Sales Consultants with the practical skills required to navigate Salesforce effectively and maximise sales conversions. Participants will learn to treat their Home page like an inbox, mastering the daily routine of clearing enquiries and prioritising "Hot Leads" to ensure speed of response. By understanding the specific "member journey" statuses—from 'New Enquiry' to 'Converted'—learners will ensure accurate reporting and a structured pipeline