- How to add users
- How to add groups
- Using email templates
- Adding a task on calendar
- Converting a lead into a contact
- Import lead, contacts, companies or deals
- Send email from Contact profile
- Filtering records on the grid view
- How to share records with other users
- Understanding the record profile history feed
- Understanding deal stages and WON probability
- Moving deals through stages on specific pipeline
- Drag and Drop Deals
- Mass emailing records from the grid view
- How to add multiple dashboards
- Creating a smart list and applying filters
- How to add multiple email accounts
