How do I use Salesforce to manage sales teams?
Salesforce is a powerful customer relationship management (CRM) platform that can help sales teams manage their customer data, track sales performance, and automate sales processes. With Salesforce, sales teams can easily access customer data, track sales performance, and automate sales processes. This can help sales teams increase efficiency, improve customer service, and increase sales. Knowing how to use Salesforce to manage sales teams can help businesses maximize their sales potential and increase their bottom line.
Grace Everwood
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12 steps
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42 seconds
Salesforce
1
Go to [https://salesforce.com](https://salesforce.com) and click the “Login” button.
2
Enter your Salesforce username and password and click the “Log In” button.
3
Click the “Setup” button in the top right corner.
4
In the left-hand menu, click “Users” under the “Manage Users” section.
5
Click the “New” button to create a new user.
6
Enter the user’s information and click the “Save” button.
7
Click the “Manage Roles” button.
8
Select the appropriate role for the user and click the “Save” button.
9
Click the “Manage Profiles” button.
10
Select the appropriate profile for the user and click the “Save” button.
11
Click the “Manage Assignments” button.
12
Select the appropriate team for the user and click the “Save” button.