What is Firmographic Data? Power Up B2B Sales & Marketing
Firmographic data reveals company traits like size, industry, and revenue to help B2B teams segment markets, target prospects effectively, and boost sales and marketing performance.
How to Log a Call in Salesforce Lightning
How to Log a Call in Salesforce Lightning Updated on: Here’s how to log a call in Salesforce Lightning to record communication history: 1. Go to Sales, then open the Leads tab and select the contact you want to log the call for. 2. Click the Call icon. 3. Enter the Subject and add your […]
How to Create a New Task in Salesforce Lightning
How to Create a New Task in Salesforce Lightning Updated on: Here’s how to create a new task in Salesforce Lightning to organize your work: 1. Go to Sales and click the Accounts tab. 2. Select the account for which you want to create a task. 3. Click the Add Task icon. 4. Enter the […]
How to Create a Case in Salesforce Lightning
How to Create a Case in Salesforce Lightning Updated on: Here’s how to create a case in Salesforce Lightning to track customer issues: 1. Go to Sales, then use the search bar to find and select All Open Cases. 2. Click New to create a new case. 3. Fill in the required Case Information. 4. […]
How to Import Leads into Salesforce Lightning
How to Import Leads into Salesforce Lightning Updated on: Here’s how to import leads into Salesforce Lightning to grow your database: 1. Go to Sales → Leads. 2. Click Import. 3. Select Import File and upload your lead file. 4. After uploading, click Next. 5. Choose to skip fields or map them correctly for import. […]
How to Export a report in salesforce Lightning
How to export a report in salesforce Lightning Updated on: Here’s how to export a report in Salesforce Lightning to share or analyze externally. 1. Navigate to Sales and go to Analytics 2. Open the Reports tab. 3. Select the report you want to export. 4. After opening the report (whether existing or newly created), […]
How to Share a Private Report in Salesforce Lightning
How to Share a Private Report in Salesforce Lightning Updated on: Here’s how to share a private report in Salesforce Lightning in just a few clicks: 1. Navigate to Analytics → Reports and Open the report you want to modify. 2. Click Save Report. 3. Select Choose Folder. 4. If Private Reports is not selected, […]
How to Share a Private Report in Salesforce
How to Share a Private Report in Salesforce Updated on: Here’s how to share a private report in Salesforce with your team members: 1. Navigate to Analytics → Reports and Open the report you want to modify. 2. Click Save Report. 3. Select Choose Folder. 4. If Private Reports is not selected, choose it. 5. […]
Apollo.io Competitors: Why Businesses Choose ReachStream
Explore top Apollo.io competitors and see how ReachStream delivers better B2B data accuracy, real-time verification, and global compliance for smarter lead generation.
How to Make a Report Public in Salesforce Lightning
How to Make a Report Public in Salesforce Lightning Updated on: Here’s how to make a report public in Salesforce Lightning for shared access: 1. Navigate to Analytics → Reports. 2. Open the report you want to modify. 3. Click on Select Folder. 4. If Public Reports is not selected, choose it. 5. Change the […]