O'Reilly - Safari Books Online: Maximizing Your Sales with Salesforce.com®

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Maximizing Your Sales with Salesforce.com®

Maximizing Your Sales with Salesforce.com®

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Contents

Table of Contents

Acknowledgments

About the Authors

Ch. 1. Working with Accounts

Adding and deleting accounts

Viewing and printing account information

Searching for accounts

Sharing access to accounts

Working with account teams

Task A. Adding users to an account team

Task B. Editing team members

To edit team membership

Ch. 2. Working with Contacts

Ch. 3. Working with Leads

Ch. 4. Managing Opportunities and Products

Ch. 5. List Views

Ch. 6. Managing Activities

Ch. 7. Sending Emails

Ch. 8. Writing Letters and Mail Merge

Ch. 9. Managing Documents

Ch. 10. Administering Campaigns

Ch. 11. Reports & Dashboards

Ch. 12. Working with PDAs

Ch. 13. Working Offline

Ch. 14. Outlook Integration

Ch. 15. Extending Salesforce with AppExchange

Ch. 16. Setting Up Your Database

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Chapter 1. Working with Accounts > Editing team members - Pg. 16

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