Join Chris Mattia for an in-depth discussion in this video Editing contact profiles, part of Salesforce for Small Business.
- [Voiceover] Now that we have our accounts and contacts…linked up, let's look at how to edit and update…contact profile information.…You can access a contact profile page from…anywhere in Salesforce IQ by clicking on a contact's name.…I'll go into Jeff's contact profile…from the main contacts page.…It's always best to update as much information as you have…about a contact as soon as you create them.…Let's say we met Jeff at a trade mixer, and you exchanged…business cards after he expressed interest…in one of your products or services.…
Now while the conversations are still fresh in your mind,…jump into IQ and make sure there's a contact…already created in the system for him.…Then, on the contact profile, under the contact properties…section, click in each of the fields that you have…information for and add it to the record.…Click next to the field's name and then…fill in the information that you have.…Then, click in the next field, and repeat the process.…
This is also a great time to quickly jump over…to LinkedIn and search for your contact.…
- 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
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