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CRM - Salesforce
)Robert Weiner recommended Salesforce on the NTEN discussion list. He suggested that he liked the free personal version the best. So I tried it.
I had no trouble registering, exporting Outlook contact, or inserting into Salesforce. But I'm stumped on synching appointments and tasks. Did a quick search, but nothing has made sense yet. If finally selected all tasks and appointments and right clicked which allowed me to set them to synch.
On the Salesforce screen there are several tabs with a "tell me more" on each page.home = dashboard
accounts = customers, competitors, and partners ("account" by itself always refers to both business accounts and person accounts. The terms "business account" and "person account" are used when there are differences between the two kinds of accounts.)
contact = Contacts are all of the individuals associated with your business
opportunities = sales and pending deals that you want to track.
reports = Reports are summaries and analyses of your data, which you can display or print
documents = A document library is a place to store files without attaching them to accounts, contacts, opportunities, or other records. Each document in the document library resides in a folder.
And most important: help
I downloaded the 1268 page help document
I had no trouble registering, exporting Outlook contact, or inserting into Salesforce. But I'm stumped on synching appointments and tasks. Did a quick search, but nothing has made sense yet. If finally selected all tasks and appointments and right clicked which allowed me to set them to synch.
On the Salesforce screen there are several tabs with a "tell me more" on each page.home = dashboard
accounts = customers, competitors, and partners ("account" by itself always refers to both business accounts and person accounts. The terms "business account" and "person account" are used when there are differences between the two kinds of accounts.)
contact = Contacts are all of the individuals associated with your business
opportunities = sales and pending deals that you want to track.
reports = Reports are summaries and analyses of your data, which you can display or print
documents = A document library is a place to store files without attaching them to accounts, contacts, opportunities, or other records. Each document in the document library resides in a folder.
And most important: help
I downloaded the 1268 page help document
Latest page update: made by chanback
, May 3 2007, 7:09 PM EDT
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