Working with Sales Force Management Using the Finders

Overview: In Full Partner, the Finders are where you can create and work with a list view of your sales force management related objects in their own native environment. The advantages of this are that you can utilize the Lists and Search fields to help you find and filter the list of the objects to focus in and customize your workspace. This is of great benefit when you need to work will your all your call logs, events, notes, opportunities, or tasks etc all once as opposed to within the context of a single contact view at a time.

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Included Topics:

• Work with Your List of Call Logs via the Finder
• Work with Your List of Events via the Finder
• Work with Your List of Notes via the Finder
• Work with Your List of Opportunities via the Finder
• Work with Your Tasks via the Finder