Tips & Hints for Sales Reps
Tracking your customers, contacts, and deals is as easy as following the steps below. All of your information is related, so it's easy to access and manage. Remember that the account is the starting point and the key to accessing all of your related data.
In this tip sheet you will learn how to create accounts, linking contacts to accounts, and creating opportunities.
Download Tips & Hints for Sales Reps
Tracking your customers, contacts, and deals is as easy as following the steps below. All of your information is related, so it's easy to access and manage. Remember that the account is the starting point and the key to accessing all of your related data.
In this tip sheet you will learn how to create accounts, linking contacts to accounts, and creating opportunities.
Download Tips & Hints for Sales Reps
