๐ NEW RESOURCES: Essentials Getting Started Video and Toolkit ๐
We have two amazing BRAND NEW resources for our Essentials customers to use.
1) 'Getting Started with Essentials: Setting up your Organization' video --> Watch this video on our Essentials YouTube Channel (link here) to get a 9-minute walk through of Sales and Service Essentials typical workflows and steps for setup. This video is great for brand new Essentials customers who have yet to start or are in the middle of the setup process.
https://www.youtube.com/watch?v=kKAcksnwfNE&list=PLfbw0Kxz1_gKgzBgMfkFBZls3uTNakvm-&index=8&t=0s
2) Sales Cloud Essentials 'Getting Started Toolkit' --> Print out this 4-page PDF document and check off setup steps as you complete them! From organizing your current spreadsheet data, to walking through the Setup Assistant, and even details on how to train your team and get support when needed, this all in one guide helps you get you and your team up and running in Essentials. You can download and print the document from here.
