Standard Sales Processes in 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.

    Adding new Contacts, Accounts, and Leads

    How to create a contact in SalesforceHow to set up a client in Salesforce

    Opening new Opportunities

    How to create an Opportunity in SFDCSalesforce - How to Change Opportunity Owner

    Sending Contracts

    Send a contract via Docusign

    This Page is in tip-top shape!Leave feedback if there are any issues with this Page