Salesforce

Please follow the following standard processes and rules of engagement in Salesforce. First, familiarize yourself with Salesforce's CRM with the following tutorial video. 

Salesforce Onboarding Session

How to create a contact in Salesforce

How to set up a client in Salesforce

How to create an Opportunity in SFDC

Salesforce - How to Change Opportunity Owner

Send a contract via Docusign

Standard Sales Processes in Salesforce

Please follow this process when you're adding a new account in Salesforce.

This Scribe guide will show you how to create a contact in Salesforce.

Standard Sales Processes in Salesforce

Adding new Contacts, Accounts, and Leads

Opening new Opportunities

How to create an Opportunity in SFDC

Salesforce - How to Change Opportunity Owner

Sending Contracts

Send a contract via Docusign