By Edward Kachinske
With greater than a million lively clients, Salesforce.com is the main commonplace on-line CRM program all over the world. specified to busy revenues execs, Salesforce.com can be utilized to control revenues, money owed, contacts, correspondence, actions, and extra. If you?re the sort of busy revenues execs, you would like a simple reference device to maximise your use of Salesforce.com?s complicated function set. ?Maximizing Your revenues with Salesforce.com? is that instrument. This publication explains, in concise, easy-to-understand language, how you can get the main out of this progressive software program. issues like developing contacts and debts, including possibilities, dealing with schedules, writing letters, sending e-mails, and extra are explored in-depth. This ebook additionally covers a few administrative initiatives aimed at IT execs seeking to arrange and configure personal tastes for his or her Salesforce.com clients. With this quickly, to-the-point source, you won?t simply be ?up and working? in Salesforce.com; you?ll be knowledgeable!
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Additional resources for Maximizing Your Sales with Salesforce.com
Sample text
Here, you can transfer all leads that meet specific criteria to another user. To reassign a lead, you’ll need Read and Edit permission on Leads. This feature is available in: 36 To change ownership for multiple leads: 1. Click on the Leads tab. 2. Choose a list view from the View drop-down. 3. Click the checkbox field next to each lead whose ownership should be changed. 4. Click the Change Owner button. 5. Click the magnifying glass icon next to the Owner field and choose a new owner. 6. Click Save.
Check all of the contacts that should be merged. Click Next. Select a master record. If any data from a non-master contact should be retained, check the radio button next to the field that should be retained. 8. Click Merge. To find duplicates, you’ll need Read permission on Contacts. This feature is available in: 27 This page intentionally left blank Chapter 3 Working with Leads ■ Lead basics ■ Sharing access to leads ■ Dealing with duplicates ■ Converting leads Chapter 3 Working with Leads Lead basics Leads are tadpoles; contacts are frogs.
If you don’t own the account, you won’t be able to edit team membership. See your Salesforce administrator for help if this is the case. To edit team membership: Click the Display Access button to see what level of access each user has to accounts and opportunities/cases associated with the account. To edit team members, you’ll need Edit permission on Accounts. This feature is available in: 16 1. Click on the Accounts tab. 2. To find your contact, use the Search tool in the upper-left corner of the screen.