Product Walkthroughs

Salesforce Lead Management & Bulk Updates | Valorx

Lead Management

Review, qualify, and update leads in bulk from one grid without opening a single record.

Install Wave free

SDR lead triage grid in Wave

Try it yourself

Manage Salesforce leads in bulk

This walkthrough covers lead management in Wave: every new lead in one grid, sorted and filtered so you can qualify, disqualify, or reassign in bulk. It replaces clicking through list views and individual lead records in Salesforce.

More product walkthroughs

View all walkthroughs

Account grid in Wave with bulk actions

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.

Launch walkthrough

Forecast rollup grid in Wave with opportunity amounts

Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.

Launch walkthrough

Rules panel on a Wave pipeline grid

Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.

Launch walkthrough

Account reassignment grid in Wave with owner and territory columns

Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.

Launch walkthrough

Ready to try it in your own org?

Install Wave free and build your first grid in minutes, or book a demo and we will walk through your use case.

Install Wave free