Graduate Admissions

⭐️ How to Work a Lead (The Basics)

⭐️ Work the Leads Technical FAQs

📝 Work the Leads Updates Log

How to Log In to the Work the Leads App in Salesforce

Step 1: Go to wharton.my.salesforce.com, and log in with your PennKey. Step 2: Ensure you are in the Work the Leads App...

[For Delegators] How to Review and Assign a Prospect in Salesforce

How to Sort and Filter Tasks in Work the Leads App

How to Add a New Contact and Send Follow up Email

Step 1: Go to wharton.my.salesforce.com, and log in with your PennKey. Step 2: Ensure you are in the Work the Leads App...

How to Update Availability in Calendly for Advisor Appointments and Conversations

[For Delegators] How to Edit and Create Email Templates in Salesforce

Work the Leads Interface Overview Video

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