Title Tunes
Where you go to customize your Home Screen
What is Visibility Preferences
The Best Method to add more than 200 Contacts to a Campaign List?
What is Use Salesforce Reports
The visual cue for a Target Contact
What is a Red Bullseye
Where to go when you are setting up BCC to Salesforce feature and working through unresolved emails
What is: in the Settings Menu under your personal Profile
Where you go to search for records in Salesforce
What is The Global Search Field
Identify a Target Contact by clicking on this Icon
What is the pencil tool
What is Kanban View
The Task View that allows you to Drag and Drop your tasks to complete or update status
Accept, Assign or Ignore
What are the 3 options for working with New Leads
Where you locate Contact FAST Order history for last 12 months?
What is the Opened/Closed Order tiles on the Contact Health Screen
Where you find new leads
What is the New Listing Leads Tile on the Home Screen
The 2 Tasks that need to be completed in setting up a New Realtor Contact ?
What are: Connect GAB and Connect Listing Service
The way you create an email blast in Salesforce
What is Campaign Lists
The best place to research listing and order activity on an existing contact?
What is the Contact Health Screen
D and ND
What are the abbreviations for Directing and Non Directing Orders
Use the Pencil tool
What is How you Update a Contact or Account record
Which Home Screen component alerts that my Top Contacts haven't closed a FAST order in 45 days?
What is the My Contacts at Risk Tile
How to set a default or favorite list view
What is use the "Pin" function
The Training Tab
What is the best way you can find answers to many of your Basic Salesforce questions
Where can you log an email, call or Event for all contacts within one office?
What is Go to all Contacts within an Account and select Log Activity button
The Home Screen. New Leads and Orders Tiles
What is the Best Place to Start my day in Salesforce
The Easiest way to Log Activities while out in the field?
What is: Use the Salesforce Mobile App
Customer Retention
What is a Power Up Initiative
How to Favorite a Report, Account or any screen?
What is Select the Star Icon (Favorite) on the Top Right of Screen
Where to find a Contact's Customer Service Cases
What is the Campaign List History on the Contact's Related List Quick Links