Salesforce Guide : How to Manage Email Settings

1. Click on User Profile Icon 2. Click on Settings 3. Click on Email 4. Select My Email Settings 5. Here you can change the display name 6. Here you can change your email address 7. Here you can add Email Signature (This signature will be added to your outgoing...

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Salesforce Guide : How to Create Accounts

1. Click on Accounts 2. Click New 3. Enter Account Name 4. Enter Optional Address Information 5. Fill Additional Information if you want 6. If you have any description, enter here 7. Click Save 8. Account has been created 9.Created by www.myguide.org/, Create your own...

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Salesforce Guide : How to Create Contacts

1. Click on Contacts 2. Click on New 3. Enter First Name of the contact 4. Enter Last Name of the Contact 5. Enter Address Information if you want 6. Enter optional Additional Information 7. Enter Description if you want 8. Click on Save! 9. Contact has been created...

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Salesforce Guide : How to Create Parent Accounts

1. Click on Accounts 2. Select an Account, or Create a New one 3. Click on the arrow down button, To show more actions 4. Click on View Account Hierarchy 5. You can view the entire account hierarchy (Here you can see all the available "Parent, Child and Current"...

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Salesforce Guide : How to Enable Account Teams

1. Click on Gear Icon 2. Click on Setup, Opens in a new tab 3. Search for "Account Team" in Quick Find box 4. Select Account Teams 5. Click on Enable Account Teams, To turn on account teams for your organization Account Teams help multiple users to better collaborate...

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Salesforce Guide : How to set up an Account Team

1. Click on Accounts 2. Select your account, or Create a New one 3. Click on Add Team Member (To start creating the account team we simply click on Add Team Member ) 4. Team Role (Select a Team Role using drop-down button. Let's put in a 'Pre-Sales Consultant' ) 5....

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Salesforce Guide : How to Create Leads

1. Click on Leads 2. Click on New 3. Enter First Name 4. Enter Last Name 5. Enter the Company's name 6. Select a Lead Status 7. Enter optional Address Information 8. Fill Additional Information if you want 9. Enter a description if you want 10. Click Save 11. Lead has...

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Salesforce Guide : How to Create Opportunities

1. Click on Opportunities 2. Click on New 3. Enter the Opportunity Name 4. Enter Close Date 5. Select a Stage 6. Enter Additional Information if you want to 7. Enter an optional description 8. Click Save 9.Opportunity has been created 10. Created by www.myguide.org/,...

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