Chapter 9
Developing Contacts
IN THIS CHAPTER
Customizing the Contact record
Creating and updating Contacts
Putting your Contacts in order
Viewing Contact-related lists
Building organizational charts
If you’ve been selling for more than a few years, you probably have a big golden list overflowing with business contacts. And if you’re just starting out, you probably wish you had one. But how much do you know about those contacts? Where do you keep track of the personal and business information that you’ve collected throughout the years?
Salesforce enables you to plan, manage, and capture all the important interactions that you normally have with your prospects and customers. Just imagine the value that keeping this shared information in one place can have for you and your teams.
By using the Contacts section in Salesforce, you can effectively keep all your most important Contacts together in one place, easily link them with the Accounts they work for, gain insight into the relationships ...
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