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This Documentation describes how to use Salesforce Partner Community, starting from lead creation and ending with managing opportunities. Created: December 2021 Permalink: https://confluence.wildix.com/x/AQEkBg |
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Get Started
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- Fill in mandatory fields:
- Project Name
- Power - specify who is a decision maker
- Close Date - estimate the date when you expect to close the Project
- Stage - select commonly, when you only create a Project, it is Intro/ Qualification stage
Account Name and Contact - associate the Project with an existing Account and Contact or create a new one
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To open a Contact, click on its Name
From the Options Panel, you can edit the Contact, add Notes or clone it
From the Related Details and Activities, you have access to all the information connected with the Contact: Account, , open Tasks, Activity History; you can create new Tasks and attach any files
Task Performance
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Create a New Task
- Click New Task button to create a Task
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- My Profile - this is your personal Profile, you can add user picture, edit your personal information
- My Account - this is your Company Profile Business Entity created by Wildix, you cannot modify the information present on this page
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