From the course: Salesforce for Small Business

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Creating new lists

Creating new lists

- Now, let's shift gears and explore the real heart of SalesforceIQ, the lists. Remember that lists represent workflows, business processes or pipelines within your business. Now, depending on the complexity of your business needs, you may be able to manage all of your customer relationship interactions from a single list but as your business grows, you'll likely find the need to maintain multiple business processes and at that time, you'll need to upgrade from a basic SalesforceIQ CRM license to either a growth or a business license. You add additional lists to your IQ account by clicking on the gear icon in your menu bar and then selecting Settings then click on the List tab under your Organizational Settings and click the Create New List button. On the Create New List overlay, you first need to tell IQ what this list will track. Some common list choices of Leads, Investors, Customers, Partners, Vendors and Candidates are provided for you. Clicking on each of these will tell you…

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