Getting to know WealthTrack - here we will be giving you the steps and training to help you navigate through your Salesforce and WealthTrack platforms. From Setting up your Salesforce.com account to demonstrating activities in WealthTrack.
Personal Administration and Self Help
Managing Activities - activity management capabilities help you to keep organized and effectively manage your accounts, contacts, and opportunities.
- Create tasks - to do lists
- Schedule events - meetings and appointments
- Log an unplanned call
- Send an email
Demonstration - Creating Follow-up Activities and Activity Tracking