Microlearning

Job Aid

Salesforce Basics: Add a Contact

Purpose: As part of the onboarding process, new Project Managers must know Salesforce as primary CRM software. The Job Aid walks the Project Manager through the task of adding customer and dealer contacts in Salesforce.


Highlights: New Program Managers had limited exposure Salesforce and quickly added contacts for new projects they are leading.

Tools Used: Microsoft Word & Teams, Canva

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