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Learn How To Manage Accounts in Salesforce Classic
Introduction
Read Me First!
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How to Get the Most out of This Course (5:31)
Working with the Accounts Tab
Accounts Tab Overview (3:43)
How to Use List Views with Accounts
List Views for Accounts (6:52)
How to Search for Accounts
Searching for Accounts (4:00)
Creating New Accounts & Parent Accounts
How to Create Accounts & Parent Accounts (4:09)
Update Existing Accounts
Updating Accounts (1:18)
Finding & Merging Duplicate Accounts
How to Find & Merge Duplicate Accounts (4:13)
Tracking Calls, Meetings & Follow Ups with Accounts
Working with Activities on Accounts (3:55)
Using Chatter on Accounts
Using Chatter on Accounts (3:52)
Bonus: Accounts for Nonprofits
Bonus: Accounts for Nonprofits (5:44)
How to Manage Your Accounts on Salesforce1 Mobile
Accounts on Salesforce1 Mobile (3:55)
Additional Resources
Additional Resources for This Course
Working with Activities on Accounts
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