|
Salesforce Tutorials |
Importing a
Lead
Demonstrates how to import a lead into your
Salesforce account
View Tutorial |
Creating a Lead
Demonstrates how to create a new lead into your
Salesforce account.
View
Tutorial |
Duplicating a
Lead
Demonstrates how to avoid adding duplicate records into
your Salesforce account by merging duplicate records.
View Tutorial |
Converting a
Lead
Demonstrates how to convert a lead into an account in
Salesforce.
View Tutorial |
Mail Merge for
Company Setup
Demonstrates how to merge data out of your Salesforce
account into a word document for the purpose of submitting a
company setup document.
View Tutorial |
Mail Merge for
Estimate
Demonstrates how to merge data out of your Salesforce account
into a word document for the purpose of submitting an estimate.
View Tutorial |
Mail Merge for
Quote
Demonstrates how to merge data out of your Salesforce account
into a word document for the purpose of submitting a quote.
View Tutorial |
Mail Merge for
Work Comp
Demonstrates how to merge data out of your Salesforce account
into a word document for the purpose of submitting a work comp
document.
View Tutorial |
Update First
Payroll
Demonstrates how to update your salesforce
account in order to process your clients first payroll.
View Tutorial |
Update Obtain
and Verify
Demonstrates how to update your salesforce
account in order to obtain and verify your clients record that
will need to shared with the paytech department.
View Tutorial |
Update Quote
Demonstrates how to update your salesforce
account in order to process a quote for services. .
View Tutorial |
Update Work Comp Submittal
Demonstrates how to update your salesforce
account in order to prepare and submit a work comp application
to the work comp dept.
View Tutorial |
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| MODIFIED ON | 11-19-2008 |
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