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Salesforce Login & Work Process Note

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Kheya Mondal
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4 views4 pages

Salesforce Login & Work Process Note

Uploaded by

Kheya Mondal
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

1.

Click on / copy mentioned URL & paste in Google Chrome

[Link]

Then Enter

2. Put the user name & Password

Then login

3. Then click on Lead Tab


After that – Recently Viewed tab will visible

After that click on the drop down

Then in the search tab will visible


Then the search bar writes your name & select your name, all assigned data will be visible

Click on ‘’Name’’
After call, update mentioned all details under ‘’ Visit details’’ tab

And then SAVE

Appointment date = calling date

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