Choose Another Solution
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Review contacts easily.
1. Review contacts easily.
With the contact list view, it’s easy to see company contacts in one place. You can search and filter in countless ways.
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Click to drill down.
2. Click to drill down.
View and scan through what you need to know about your contact quickly and easily. Then click to see more details.
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Learn about your contact.
3. Learn about your contact.
The contact detail view provides a holistic view of everyone important within an organisation and how your contact fits within that structure. This will help you be able to track the activity history and review the information that matters to your business.
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Connect your data.
4. Connect your data.
When you want to get a better view of the account, all you have to do is hover over the name of the account to see the details.
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View the entire account.
5. View the entire account.
The account view reveals contextual information about every action across an entire account. You can see the account owner, plus the most relevant news uncovered by Einstein AI, at a glance.
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Understand your customer.
6. Understand your customer.
See what open opportunities or open service cases exist with the account. You can see the size of the deals, who owns them, when they’re due to close, and more. And of course, you’ll be able to know who to get in touch with and what’s been discussed in the past.
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Take your business with you.
7. Take your business with you.
All of this information is available at your fingertips, in real time, wherever you go thanks to the Salesforce Mobile App.
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