Learning Salesforce

Lessons

The Predictive Index uses Salesforce for our customer relationship management (CRM) needs. This course shows you how PI manages all our customer data, beyond email addresses and phone numbers. In salesforce, we track interactions, financials, subscriptions, and more. Learn how to navigate the main tabs and sections, search for accounts, and review your dashboard. You will also see how to create accounts, add contacts, search for leads, and create opportunities. Get ready to conquer the basics and become comfortable with using one of our main tools.