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
- Save your new
Congratulation you just have created a new account !!
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 '+ ...
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 ...
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 Create a Package
As Salesforce user, you can create packages to use in your MYCE Quote. First, click on the little arrow of the 'Packages' object/tab Select '+ New Package' From the 'New Package' creation window, fill the information Name Hotel Currency Description: ...
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 ...