LESSON 2 / 60
3 minOpen your first record
A list contains several records.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Open your first record
A list contains several records. Selecting a name opens one record so you can read its fields.
A lead is someone the sales team is still evaluating. Open the specified person and find the Company field in Details.
Builds on Why a CRM exists
A WORKED EXAMPLE
A simple example
A list row named Jamie Lee could open a lead with Company set to Bluebird Ltd.
A common mistakeRead the Company field on the opened record instead of guessing from the person’s name.
Words you’ll use in this lesson
- Record
- One saved item in an object, such as one company or one person.
- Lead
- A person or organization being evaluated as a possible customer.
- Field
- One detail on a record, such as Email, Status, or Amount.