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 first 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
- 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 Click on '+ New Account' Fill in the fields of the account Save ...
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?
As salesforce user, you should update your contacts and their information as needed. Keeping updated contacts allows you to be more effective managing your business. Click on Contacts Select the Contact record you wish to edit Click on the pencil ...
How to Create a New List View?
See your list of records with the filters you want by creating a List View. It is very simple to create a new List View. First click on 'Accounts' on your menu on the top of screen. Click on the Settings icon (see below) Select “New” from the menu ...
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 ...