Task 4: Create a list and add contacts
The marketing team is hosting an event. Create a list/campaign and add a prospect/lead and a customer contact to the event list/campaign.
Task 5: Set up a new user
A sales rep has left, but a new one has joined. Set up a new user, assign them to a team, and grant them a “sales rep” user security role. Move all the deals, leads, and accounts to the new user from the previous sales rep.
Task 6: Set up & manage sales processes
A company has two sales processes, set these up. Then create a playbook that is recommended for a sales rep when they open a deal that is in the Discovery stage. Next, open a deal in the Discovery stage, and engage with the above playbook. Finally, move the deal from the “New Business” to the “Upsell” pipeline.