Adding new accounts/contacts to portfolio
Click New
In this order:
- Click on Accounts
- Click on New
Fill out form
Click Save when completed
Salesforce Knowledge Base (demo/test only)
Topics
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LDD Portfolio Management 4
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Opportunity Management 3
-
LDD Activity PLanning & Management 3
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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