Customer or Lead?  Using Status Values to Differentiate
Scott Aker Scott Aker

Customer or Lead? Using Status Values to Differentiate

If you are using AMCalc, you know that one of its most powerful features is the ability to define calculator definitions that can be applied to AMCalc calculators on your public Salesforce Communities sites. This allows your company to showcase its product offerings and collect prospect information that your sales team can follow up on. This guide will walk you through using the Status field to differentiate leads from customers.

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