Join Chris Mattia for an in-depth discussion in this video Learning the Salesforce CRM interface, part of Salesforce for Small Business.
- [Narrator] Now let's explore the…SalesforceiQ user interface.…Along the top edge of your browser window…is the main navigation bar.…On the left are tabs for your Home screen,…reports and your lists.…Currently, I only have one list called Opportunities…but up to three list tabs can be displayed…if you have a growth or a business license.…We'll look at how to add additional lists later.…On the right are a series of icons…to access various resources within your iQ account.…
There's a Communications Center that's used…to help manage email communications,…a quick link for notifications that'll show you…relevant notifications of tasks that…you need to take care of,…a help sheet with a search field to search the…iQ knowledge base, links to articles…and videos that are produced by Salesforce…and direct access to the Help Center website.…As you use Salesforce, if you have an idea…for an enhancement to the product,…you can click the Product Ideas button…and submit them to the development team.…
There's also a link for live trainings and webinars…
- 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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