In your Account List View, you can see all of your clients at one glance.
When you choose an account, you’ll be able to see all the key details. Because it’s all recorded in real time, the information is accurate and accessible.
The Contacts List displays everyone you know in a given account, along with their information.
Everything you need to know about a contact is found in one place.
It’s easy to check out your past activity with a customer. It’s all there for you in one consolidated list.
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When you need to create new activities for the future and associate them with clients, don’t worry. It’s easy.
Click Save to record your activity and share with your team.
You’ll also be able to access and engage with all of this information on the Salesforce1 Mobile App.
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Have more questions? Need help getting started? Call us at 1-800-NO-SOFTWARE.