Join Chris Mattia for an in-depth discussion in this video Creating contacts, part of Salesforce for Small Business.
- [Instructor] The most fundamental data you need to…start with in a customer relationship manager are the…people or contacts that you want to manage…your business relationships with.…So, let's start by adding some new contacts to our…Sales Force IQ Account.…Hover over the contacts icon on the right side of…your main toolbar and select Contacts.…This brings up your IQ Address Book.…Think of this as the master address book for all…of your current, future, past and potential customers.…
As a sales person or business owner,…everyone you come in contact with that you may want…to do business with, contract as a contact in here.…You add a new person to your contact list by clicking…the Add Contact button.…You can then search for private contacts that you may…have exchanged emails with in your linked email account.…Or, you can select the Create New Contact option here.…You'll then need to add the most basic…contact information for this person,…such as their name, email address or phone number.…
You must add at least one of these three pieces of data…
- Creating a SalesforceIQ CRM account
- Adding team members
- Creating contacts and accounts
- Editing profiles
- Creating and customizing lists
- Using the stream view
- Scheduling tasks and meetings
- Creating event and meeting logs
- Creating filters
- Running reports
Skill Level Beginner
1. Getting Started with Salesforce for Small Business
Adding team members3m 2s
2. Accounts and Contacts
3. Lists and Views
4. Tasks and Workflows
5. Filters and Reports
Next steps2m 31s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.