How to create a customer account
1. Overview of creating accounts
2. Click on Accounts
In the accounts object (tab)....
3. Click on New
4. Fill out the fields
5. Click Save
Salesforce Knowledge Base (demo/test only)
Topics
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Partner Accounts 2
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Vendor Accounts 2
Other Resources
Sales Reps and Volunteers
- What Sales Reps are Expected to do
- Leads
- Contacts
- Accounts - how to create and modify acounts
- Opportunities - How to set up and manage opportunities
Sales Managers
- Reports - How to create a new report or modify an existing one
- Dashboards - How to set them up and make tweaks
- Forecasting - How to set up and forecast and track your activity
- Campaigns - How to set up a new campaign or manage an existing one
Administrator
- User Interface - How to make Salesforce more enjoyable for your users
- User Accounts - How to setup and manage user accounts
- Data Access - How to set up and manage permissions
- Automation - How to make life easier by automating
- Bigger Boat Consulting
- Analysis
- eLynx Support
- Rebecca's Manual
- Accounts
- Major Ministry Friend Development
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