In this video, we cover: 0:14 Select fields to display for each tab 1:27 Use Kanban to review your deals 2:46 Reorder tabs 3:12 Display charts to analyze your data 3:40 Add tasks to your Salesforce calendar 5:18 Define what fields will be saved when you convert inquiries
In this video, we cover:
0:14 Select fields to display for each tab
1:27 Use Kanban to review your deals
2:46 Reorder tabs
3:12 Display charts to analyze your data
3:40 Add tasks to your Salesforce calendar
5:18 Define what fields will be saved when you convert inquiries