Join Chris Mattia for an in-depth discussion in this video Exploring the stream view, part of Salesforce for Small Business.
- [Instructor] Thus far, we've looked at our list…in the grid view to get an overview…of all of our opportunities.…But now let's explore the more detailed stream view.…You access the stream view by clicking on the…stream icon that looks like two conversation bubbles.…The stream view is where you want to go when you're working…on a particular account or with a particular contact.…The view is broken into three columns.…The first column lets you quickly switch…between records in your list.…
The middle column starts with the basic information…about the record…including the contact or account information.…Clicking on contacts will pop open a contact card…that gives you quick access to each of your contacts,…including their email address and phone numbers.…If you hover over the contact an additional detailed…contact card will appear giving you even more information.…If you click on the contact's email account…it will automatically open a new email message…addressed to that person.…
And if you have the sales force inbox app installed…
- 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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