Choose Another Solution
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See all your customers at once
1. See all your customers at once.
The account list view gives you the ability to see all of your clients in one glance.
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Be informed instantly.
2. Be informed instantly.
Open any account to instantly view key details, including must-see business news highlighted by Einstein AI.
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Get to know your contact.
3. Get to know your contact.
The contacts list displays everyone you know in a given account, along with their information.
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Make contact with a contact.
4. Make contact with a contact.
Find everything you need to know about a contact in one place. You’ll be able to see what you’ve talked about, what connection you’ve had with them, and how to best reach them.
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Review your previous actions.
5. Review your previous actions.
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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Create a new task.
6. Create a new task.
When you need to create new activities for the future and associate them with clients, don’t worry. It’s easy.
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Take your CRM with you.
7. Take your CRM with you.
You’ll also be able to access and engage with all of this information in the Salesforce Mobile App.
Finish
