CRM

CRM Basics

• Assigning Records in the CRM
• How do I edit multiple records at once (mass edit)?
• CRM Sync Overview

Leads

• How do I create a new lead and convert a lead to an opportunity?
• How do I use the CRM's Leads Tab?

Accounts, Contacts, and Opportunities

• How do I export records from the CRM?
• How do I assign a contact to a new account in the CRM?
• How do I duplicate an opportunity?
• How do I create a new account and contact in VIPER?
• Moving a contact to a new company

Calendar

• Adding Events with a Reminder
• What are CRM Calendar Events?

Custom Views and Reports

• Change your Default View
• Adding Custom Views to CRM
• Creating Custom Home Page Widgets

Custom Fields

• Adding Picklist Options
• Adding Custom Fields