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
- Fill the account
- Save your new
Congratulation you just have created a new account !!
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 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 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 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 ...
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 ...