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Salesforce.com For Dummies, 5th Edition by Matt Kaufman, Liz Kao, Tom Wong

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Chapter 5

Developing Contacts

In This Chapter

arrow Customizing the contact record

arrow Creating and updating contacts

arrow Putting your contacts in order

arrow Viewing Contact related lists

arrow Building organizational charts

arrow Resolving duplicate contacts

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 ...

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