How to Create a New Contact
Enhance your contact portfolio to better leverage your database.
As Salesforce user, you can create as many new contacts as you need.
- To create a contact, on the Home Page, click on the 'Contact object
- Create a new Contact record by clicking on '+ New Contact'
- Fill the contact information into the fields on the screen
- Click on 'Save' before leaving the page
How to Create a New Account
In Salesforce, an Account means a company. Create and/or add an account is therefore the addition of a new record in the Account object. Click on the arrow of the account object Select '+ New Account' Fill the account informations Save your new ...
Navigation and Tabs in Salesforce
Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above. Looking for some ...
How to Edit an Existing Contact
Keeping updated contacts allows you to be more effective managing your business. On the Home Screen, click on 'Contacts' Select the 'Contact' record you wish to edit Click on the pencil next to any of the fields to edit. Edit the fields and click on ...
How to Contact THYNK Support
Salesforce Support One of the many benefits of using THYNK, is that you have access to many support options. As THYNK is based on Salesforce, you can take advantage of Salesforce Support by simply searching on your chosen search engine. THYNK ...
How to Create a New MYCE Quote
As Salesforce user, you can create MYCE Quote for each deal in progress. Your MYCE Quotes will help you to manage more efficiently your business. If you have doubt about the MYCE Quote meaning, feel free to refer you to the What is a MYCE Quote ...