AccountManager Web Tutorial
This one-hour class will cover all of the navigation methods of AccountManager Web views (sorting, filtering, grouping, and exporting) as well as how to create your own custom views! We’ll also show you how to create and edit new Accounts, Contacts & Opportunities. This class is the perfect introduction for new hires, as well as long-time users of the original desktop client who haven’t tried out the web portal yet.
