Introducing ReachStream Chrome Extension

Find B2B Verified Contacts Instantly

How to Add Contact Roles in Salesforce

How to Add Contact Roles in Salesforce Feature

How to Add Contact Roles in Salesforce Updated on: Here’s a quick guide on how to add contact roles in Salesforce: 1. Navigate to Sales. 2. Click the Opportunities tab. 3. Open a specific opportunity record by clicking its name. 4. Click Add Contact Roles. 5. Select the desired contact and click Next. 6. Assign […]

how to export a report in salesforce​

how to export a report in salesforce​ Feature

How to Export a Report in Salesforce​ Updated on: Here’s a step-by-step guide on how to export a report in Salesforce: 1. Navigate to Sales and go to Analytics. 2. Open the Reports tab. 3. Select the report you want to export. 4. After opening the report (whether existing or newly created), click Export. 5. […]

how to run a report in salesforce​

how to run a report in salesforce​ Feature

How to Run a Report in Salesforce​ Updated on: Here’s a quick guide on how to run a report in Salesforce: 1. Navigate to Analytics and open the Reports tab. 2. Click Browse and choose Reports. 3. Pick the report you want to run and adjust the filters as necessary. 4. Click Run to generate […]

how to create a report in salesforce​

how to create a report in salesforce​ Feature

How to Create a Report in Salesforce​ Updated on: Here’s a quick guide on how to add a new user in Salesforce: 1. Click Setup in the top-right corner. 2. Navigate to Users. 3. Enter the user’s Email and select the appropriate Profile. 4. Send the invitation, and the team member must accept it. 5. […]

How to Create a Campaign in Salesforce

How to Create a Campaign in Salesforce Feature

How to Create a Campaign in Salesforce Updated on: Here’s a quick guide on how to create a campaign in Salesforce: 1. Navigate to Sales. 2. Select the Contact or Lead you want to add to a campaign. 3. Click Add to Campaign. 4. In the Campaign field, select New Campaign. 5. Enter the required […]

How to Import Leads into Salesforce

How to Import Leads into Salesforce Feature

How to Import Leads into Salesforce Updated on: Here’s a step-by-step guide on how to import leads into Salesforce: 1. Go to Sales → Leads. 2. Click Import. 3. Select Import File and upload your lead file. 4. After uploading, click Next. 5. Choose to skip fields or map them correctly for import. 6. Click […]

How to Add a New User in Salesforce

How to Add a New User in Salesforce Feature

How to Add a New User in Salesforce Updated on: Here’s a quick guide on how to add a new user in Salesforce: 1. Click Setup in the top-right corner. 2. Navigate to Users. 3. Enter the user’s Email and select the appropriate Profile. 4. Send the invitation, and the team member must accept it. […]

How to Add a Product in Salesforce

How to Add a Product in Salesforce Feature

How to Add a Product in Salesforce Updated on: Here’s a simple guide on how to add a product in Salesforce: 1. Navigate to Sales and click Products. 2. Enter the Product Name. 3. Enter the Details Required. 4. Check the Active box. 5. Click Save to add the product. Need accurate B2B data? Get […]