SalesforceIQ CRM Onboarding: Customizing Your Setup

(Video)

You'll learn:

  • Fundamentals of setting up SalesforceIQ for your team (1:04)
  • Common Lists and best practice recommendations for determining the Lists that you need to run your sales process (2:30)
  • Your immediate next steps for customizing Lists as well as making the most of SalesforceIQ (17:32)

Recorded 3/23/2016

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