Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Daily Habits of a Power User

So what's a day in the CRM? The following videos outline the kind of habits that have made everyone from basic users to power users successful. Watch the videos below and implement what works for you and your team.

​Part 1

Part 2

NOTE: The Salesforce import wizard has been updated as of February 2017 and the following instructions may not apply depending on what version of Salesforce you are currently operating. If your import wizard gives you an "Insufficient Privileges" error, you will want to use these instructions to complete your Contact import, and these instructions for your Transaction/Property import.

Did you find this article helpful?