Salesforce for Flipdishers
A Flipdisher user guide to our Customer Relationship Management system, Salesforce.
Click the blue button above to start or resume this course
How the general Salesforce structure works
How to create an account
How do account hierarchies in SF work?
Creating a contact
Creating a lead
Converting a lead
Creating a SF opportunity - up to Negotiation stage
Creating a SF opportunity - Creating client agreements
Creating a SF opportunity - Creating payment links
How to create a SF opportunity - Contracting stage, Formstack contract and where is the contract stored
Uploading documents and content before handing over to COPS
Tracking opportunities through to go live
Why you need to link a contact to both an account and an opportunity.
Opportunity Dates & Automation
PRIDs in Salesforce
How to setup POS opportunities in Salesforce
How to do mass updates to accounts, opportunities or other objects in Salesforce
Email setup in Salesforce
Email logging in Salesforce
Activity logging in Salesforce
Aircall and Salesforce 101
Aircall App and Salesforce 101
Hubspot and Salesforce 101
Automatically assigning CSMs to new accounts
Ask Nicely and Salesforce 101
Sales Rep Dashboard
How to use list views
FMM end of sales process through to FMM team assignment.
FMM setup and weekly management
Master Training Session - Jessica & Jay (90mins)