Salesforce for Small Business
Up and running with SalesforceIQ to manage your
customers, sales, services, leads, accounts, and
opportunities. Learn how to customize the
account settings to meet the needs of your
business, and build detailed records to track
leads, opportunities, and existing customers
throughout the sales pipeline. Discover how to
track multiple pipelines with lists, and
build event and communication logs to make sure
everyone on the team has the latest information.
Then find out how to build to-do lists with
tasks, filter sales data, and run reports
to track past performance and build accurate
forecasts about future potential.