About the Create a Leads View and Customize it in Salesforce training

This training shows you how to build and personalize your Salesforce Leads View so you can filter by campaign, choose useful columns, and manage leads more efficiently.

Audience

This training is designed for BDRs and sellers who manage high lead volumes and need a cleaner, faster daily workflow.

Agenda

This training covers key areas around:  • Creating custom lead list views and applying smart filters.  • Selecting meaningful columns and bulk-updating lead statuses.

Learning objectives

At the end of this training, you should be able to:  • Build and modify Salesforce lead views to match your workflow.  • Filter, organize, and update leads quickly and accurately.