How to edit an Existing Contact?
As salesforce user, you might edit your contacts and their information
Keeping updated contacts allows you to be more efficient while managing
- Click on Contacts
- Select the contact record you
wish to edit
- You are now able to edit the
information you want to
Do not forget to save you changes before leaving the page!
How to create a New Contact?
Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need. To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...
How to edit my Password?
When logged in, you can choose to edit your password. Click on your personal menu Select settings Select “Change My Password Follow the password instructions to chose a new password Save your changes before leaving the page Need some more help? Watch ...
Start to work with Accounts and Contacts
Understanding Accounts and Contacts Objectives: Knowing the difference between an Account and a Contact and be able to define the terms. Know how to use: create and edit your Accounts and Contacts Develop your customer centric by building ...
How to synchronize a Guest with Mews?
As salesforce user, you can synchronize your guests directly with your Mews PMS and drive efficiency. You have two ways to synchronize a guest with Mews, by creating a new guest or editing an existing one. Synchronize a guest by creating a new one ...
What is a Record ?
As Salesforce’s user, you may be able to create and edit your records. Each section within the objects will be called a record. If you want to add a new company, in the “Account” object, you will get a new account record. Create a new record To ...