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 contact information
- Save before leaving the page
How to create a New Account?
In salesforce, note that 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 ...
How to edit an Existing Contact?
As salesforce user, you might edit your contacts and their information when needed. Keeping updated contacts allows you to be more efficient while managing your business. Click on Contacts Select the contact record you wish to edit You are now able ...
How to create a New List View?
See your list of records with the filters you want by creating a list view. To create a new list view, it is more than simple: Click on the settings Select “New” Define the name of your list view Choose who might be able to see your list view: ...
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 ...
How to create a Package?
As Salesforce user, you can create packages and use them in your MYCE Quote. First click on the little arrow of the Packages object Select new package From the New package creation window, fill the information Name Hotel Currency Description: add a ...