From the course: Salesforce for Small Business
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Adding team members - Salesforce Tutorial
From the course: Salesforce for Small Business
Adding team members
- [Instructor] One of the really powerful features of SalesforceIQ, is the ability to collaborate as a team, with colleagues, in your company or organization. You do this, by first, inviting a new user to join your organization by either clicking on the invite new users pop-up, that sometimes appears in your homepage's my feed section, or by going up to the gear icon, selecting settings, and then under the organization settings, click on the user's tab, and then click the invite users' button. A sheet will pull down where you can invite users into your organization, by adding their email addresses. I'll invite our new sales agent, Sara. You can then add a message here to personalize the invite. I'll add a note that says, please set up an account on our SalesforceIQ platform. Then click the invite user button. An email, will be sent over to Sara, and you can see that there's a listing here for her, and you can resend the invite if you need to. Now, I'll jump over to another browser on…
Contents
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Why you need Salesforce for your small business1m 14s
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Understanding the core object relationships3m 28s
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Creating a Salesforce CRM account4m 16s
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Learning the Salesforce CRM interface4m 9s
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Customizing your account settings3m 6s
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Customizing your organization settings4m 13s
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Adding team members3m 2s
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