Sales and Project Management
-
Products, Price Books, and Quotes
-
How to assign a Price Book to an Opportunity
-
The Guide to Products, Price Books, and Quotes
-
What are Products and Price Books?
-
What are Quotes?
-
How to enable Products, Price Books, and Quotations
-
How to create a Product
-
How to edit a Product
-
How to create a Price Book
-
How to edit a Price Book
-
How to add and remove Products from a Price Book
-
How to create a Quote
-
How to edit a Quote
-
How to delete a Quote
-
How to format and upload a document template
-
How to use Microsoft Word to add conditional merge statements into templates
-
How to create a PDF or a Merge Document
-
How to delete a PDF or Merge Document
-
How to assign a Price Book to an Opportunity
-
Sales Management
-
Lead Managment
-
Customizing your account for lead management
-
How to create and manage leads
-
Converting a lead to a contact and a sales opportunity
-
Setting up a lead assignment rule
-
How to use filter logic in lead assignment rules
-
Copying custom field values from leads to other records
-
Changing a lead to a contact
-
Changing a contact to a lead
-
Customizing your account for lead management
-
Project Management
-
Webforms