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Copy of Salesforce Designer CXT + Adobe Sign
Salesforce Initial Set-Up
Adobe Sign Set-Up
Sales & Design Con.: Day in the Life
CXT: Contract/Change Orders/Add-Ons
How-to articles
14. Create a Lead (New/1st Time Clients Only)
15. Create New Trade Leads
16. Create New Contacts for Existing Accounts
17. Create New Opportunities for Repeat Clients
18. About the Opportunity Page
22. "Log a Call" feature
23. Chatter
24. Create Tasks
25. Create '@Help' Cases
26. Sending E-mails via Salesforce
Opportunity List Views
Sales Leaders
Plan Reviewers
Troubleshooting
Recorded Trainings
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How-to articles
How-to articles
Siraya Bell
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Siraya Bell
Sept 22, 2023
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