A.  Review and e-Learn

1. As practical (in person or by phone/conference call) you will review with your direct supervisor the previous days lesson(s) and activities including lessons 1-4 & the Miller Heiman reading assignment

2. You will take e-Lesson, Introduction to Salesforce - Posting Comments & Documents 12.1 (15 Min.)

B.  Salesforce Part 4 (Field Applications)

1. Your contemporary mentor will explain and demonstrate how to:

• Enter contacts in Salesforce

• Create an a new account in Salesforce

• Create a sales opportunity in Salesforce

• Populate a Blue Sheet Opportunity in Salesforce

• Create a default opportunity team in Salesforce

• Convert leads in Salesforce

• Process Co-Up Expenses in Salesforce

• Enter Tyvek builder details in Salesforce

2. You will simultaneously refer to SOP’s:

• SOP SF 10.1 Creating  New Customer Account

• SOP SF 11.1 Creating a Sales Opportunity in Salesforce

• SOP SF 12.1 Populating a Blue Sheet Sales Opportunity

• SOP SF 13.1 Creating a Default Opportunity Team in Salesforce

• SOP SF 16.1 Populating Tyvek Builder Detail Information

C.  Communication Basics (Part 4) - Interpersonal Skills

You will complete the adjacent e-Lesson Communication Basice 13.1 - Interpersonal Skills where you will learn how to effectively create and deliver a message that isn't misinterpreted.

D.  Miller Heiman - Strategic Selling Review (Part 3 of 3)

After reading Miller Heiman Strategic Selling Part 3, Chapters 11-13, you will:

1. Print an updated copy of the Miller Heiman Blue Sheet from the previous lesson

2. Take e-Lesson Miller Heiman Strategic Selling Review 13.1