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.
When you choose an account, you’ll be able to see all the key details. Because it’s all recorded in real time, the information is accurate and accessible.
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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 Salesforce1 Mobile App.
Finish
