Why This Matters
In the last lesson, we spent a lot of time entering records, including multiple ways to record discussions with your clients – be it meetings, phone calls, emails and the like.
Now, you need to be able to access all these records in the most efficient way possible. That's where the Timeline comes in. And with our IQ Boost program, you can take it to the next level, but getting customized Milestones & Timelines, Communication Highlights, Recommended Actions and Sentiment Analysis.
Learning Objectives
After completing this unit, you should be able to:
Create an Account from the Contact List.
Select an appropriate process for the Account.
Choose a Product or Service Associated with an Account.
Choose and use a Key Field List associated with the Product or Service for the Account.