Using SalesforceIQ

By now you’ve set up your Lists in SalesforceIQ. (If you need help with that, please complete our Setup path first!) This path will take you through optimizing your setup and our best practices on using SalesforceIQ day to day.

  • Understanding and adding Fields (~3 min)

Learn how to use SalesforceIQ most effectively in your
day-to-day role.

Register here or watch on demand. (~16:30)



  • Create Tasks for yourself and your team
  • Download our Mobile (iOS and Android) Applications

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