in this video i'm going to be providing a full user training tutorial on salesforce crm i'll be going over accounts contacts leads opportunities cases and a number of different features inside of the salesforce system so if you're new to salesforce or you are just wanting to learn a little bit more about the system this is the perfect video for you i've chaptered this video so you're more than welcome to skip ahead to any specific part of the system you would like to learn welcome to the channel my name is nick thank you ever so much for giving this video a watch hopefully it will be of value to you just before we get into the video if you need any help with salesforce setup or training please check out my website below we'd be delighted to help so without further ado let's get straight into the video so once you log into your salesforce system of course you will come to the home screen as you can see we are on the home screen now and this is showing us a number of different components and on each component a completely different piece of data now this is a very useful screen in my opinion as it allows us to see all the key information that we would need straight away immediately when we log into the system now each component we can engage with as you can see here this is our sales pipeline we've got revenue source or potential revenue source and we've got the different types of sources we've got today's tasks today's events recent records so these are records of essentially files that you've recently engaged with and i'll go into detail on all of this throughout the video we've also got as you can see recent opportunities and we've got some assistant information as well as you can see opportunities overdue so there's like a reminder now bear in mind depending on who you are inside the system as a user your home screen may look vastly different this is set up for a sales operative or a sales person if you are in support or marketing or um case management management account management it's all gonna look very different and the the home screen setup will be different but it's very very useful like i said to see key information as soon as you log into your salesforce system now up the top here we have our navigation bar and we can navigate to different areas of the system and each area is called an object okay so if you hear me referring to an object that is essentially a different area inside of the salesforce system and we just use our navigation bar at the top to get to each different area now i'm just going to follow along the list here so i'm going to head over to leads now so all you need to do is just press the leads button now as you can see here we have got our leads inside of the salesforce system just in case you do not see your leads you may need to change the view so if you go to the top left hand corner here where it says all open leads or it might say a different view for you in most cases it will say recently viewed if you use the drop down menu and just select all open leads and then pin this list so when you pin the view essentially every time you come on to the leads area you will see this view if i change it to recently viewed and then press the pin button move away and then come back you can see that this particular view has been pinned and will always stay the same so you can change the view and then pin it this will be a recurring theme throughout the video so just bear that in mind and you'll have to probably have to change the view now let me firstly introduce you to leads what exactly are leads now the way i describe leads are it's like a bit of a dumping ground okay leads inside of our sales force system allow us to track potential business that we're not certain is going to be business but there is a chance that it could become business so what you do is let's say someone emails in asking about a product or service or maybe and you meet someone at a trade show and you're having a conversation with them you catch they you catch their details and then you think it would be worth recording them as a lead and doing a bit of engagement with them and then seeing if they are actually interested in your product or service so what we would do is let's say we meet someone at a trade show and we have a conversation with them and they show a small bit of interest in the products that we offer what we would do is we would want to create a new lead so we come over to our leads area press the new button up the top right hand corner here and then we would go ahead and fill in their relevant information so the lead status is likely to be new but i will show you the lead status in another format in a moment's time and then we can change the sanitation so just enter in the basic information so i'm going to enter in my information and then there we go oh one four nine four two five six nine nine six and then company crm crew and nick at crm crew dot co dot uk and then direct uh rating so you can rate your lead as well so just a hot lead warm leader cold lead and you can enter in their address information additional information as well so if we change the lead source to a trade show for example so we know that we've captured their very very basic information we know their company we know their name their contact details we've got their phone and their email and we can add as much additional information as we can find now the purpose of leads is not to capture in-depth information it's just to capture the basics sometimes when you're creating a lead you may not even have the right information or enough information yet so you would then do a bit of research to find additional information for that lead and get in touch with them that way so you may just have their name you might not even have their email yet so once you're happy with your new lead go ahead and press the save button we've now created a new lead record and as you can see we've got all their captured information here but this is the stages and this is essentially the pipeline and with a lead we want to work from the new stage all the way to the converted and qualified stage for our leads so we start off as new and then maybe we drop them an email just say hi nick it was great to catch up at this this particular trade show and i was just wondering if you were interested in our product or service and then you can mark that as your current status and then you'd obviously work through and then they get back to you and say hi thanks for getting in touch and this product definitely seems of some interest maybe we could have a a brief discussion on the phone so then you'd select their status as working then you could mark that as the current status and then when you have a phone call on the phone you either qualify or unqualify your lead so if you find out that they are the right business they're a suitable client or a suitable potential client they've got money and they you know you know your service or product is going to help them out then you can qualify them or you may unqualify them you you deem that they are you know they haven't got the money to spend or they would not benefit from your product or service etc then you'd just unqualify your lead so you'd be capturing all this information and obviously working through each of the different stages your stage pipeline may look different if it's been custom designed to your business so just bear that in mind but the principle remains the same and then on the on the actual record itself we can mark and log activities so we can log a phone call if we would like to we can log emails and we can send emails from the system provided that's been set up we can create new tasks and new events as well so any communication with that particular lead can be tracked managed it allows everyone else to see what's going on with the lead and ensure it's moving in the right direction and we also have chatter here as well so this is where you can post information about this particular lead to other users inside of the salesforce system so it's very similar to a slack channel you just have a stream of communication between yourself and other people on the system so this is basically leads and you'd obviously work through all the way to hopefully converted now once you get to the converted stage you've essentially qualified them you've identified that the chance of them buying from you is significantly greater they might actually become business now then you go ahead and press select converted status but just before we do this i want to warn you this is not the sales pipeline this is the leeds pipeline i will come on to the sales pipeline later on in this video but i want to be absolutely clear this is not a closed one or closed lost pipeline okay so press select converted status and then the system is going to go ahead and create an account a contact and an opportunity and i'm going to come on to what each of these are in a moment and throughout this video so an account is going to be created a new contact will be created in your opportunity once you're happy go ahead and press the convert button and then that will convert from a lead to an account a contact and an opportunity based on the information that we had entered in when we created our lead so if i now press the exit button you can see here that that lead has now left the other leads that are on this page you can go ahead and click on and you can move through the different stages of the lead pipeline you can obviously add and update additional information as you so wish but that is essentially the leads area very very useful so we've now qualified and converted our lead into an account of contacts and an opportunity so let's now move on to the accounts area accounts are essentially businesses so any business that you engage with you would create an account so you can see here we've got crm crew which is my business we've got um trail expert trail ranger these are all made up businesses but an account is literally just a business it's not contacts it's not sales it's just a business inside of your salesforce system so to create a new account you just press the new button just like on the leads area and you go ahead and enter in information about the particular account so their phone their the account name so the name of the business their fax if anyone uses facts we can add a parent account so if they are a child account or subsidiary of a larger organization you can you can make a relationship between the two you can create or add a website we can add the type of account so whether analyst competitor customer and what i recommend doing is adding every account you your business is associated with inside of your salesforce system a lot of businesses seem to think that they should only add the uh their sales prospects or their account product like the sales opportunities i strongly believe you should add every single account that your business works with whether you buy from them or sell to them you should add them in and add the contacts the reason being is it gives that information or it makes that information available to everyone inside of the business so it's definitely very very useful so let's go through we'll add we can select our type of course we can add the number of employees we can enter in the industry the annual revenue we can add a description of the business their billing address and shipping address and then you go ahead and press the save button and that would create a new account but i'm just going to exit out and go on to crm crew which is the account that was created when we converted from a lead to an account a contact and an opportunity so like i said it's just a business we can see here we've got the details so we can go ahead and add the website www.crmcrew.co.uk and then you go ahead and press the save button and update information as you go along the more information you have on every single account obviously the better it's important to collect as much information as you possibly can now everything really stems from the accounts area so for every contact there will be an account so a contact is an individual it is one person and i'll explain that in more detail in a moment but contact is one individual inside of an organization so every contact will always be associated with an account and then we will have opportunities now again i'll come on to that in this video but opportunities are essentially your sales pipeline and you can have multiple opportunities associated again with an account remember salesforce like every crm system is a relationship based system so there will be relationships between the opportunities and accounts between the contacts and accounts and so on so forth we also have cases like i said i will come on to that as well and cases is support management resolving question or answering questions resolving issues that your customers may have and then we've got notes and files as well so you will be able to click through and you can see all the contacts associated with the account you can see all of the opportunities associated with the account you can see any cases any notes and files as well so the account is where a lot of the information will reach back to all connects back to the account area because obviously the account is the business so hopefully you are now familiar with accounts inside of salesforce if we move on from accounts we'll head over to contacts and like i said it's exactly what it says on the tin contacts are people they are individuals you can see nick boardman who works for crm crew and the phone numb and his phone number and his email address again if you want to create a new contact as opposed to converting from a lead to an account a contact and an opportunity you can do that so let's say they're an existing contact and you wanted to add someone else just press the new button and go through that information so the sanitation first name last name you'd have to connect them to an account you've got their mobile their phone their email their title you can add who their boss is who they report to their mailing address any other address information additional information as well if you need so their birth date for example if you want to send them a present um and you've got key information like this that can be recorded and then associated back to the account so the more you could have lots and lots and lots of different contacts all associated with one business so please do bear that in mind now if we head over to the opportunities area this is our sales area of our salesforce system this is where you're going to do your selling and you will move from stage to stage of your sales process to eventually and hopefully close your sale as one or unfortunately lost as the case may be so you can see here we can create a new opportunity but i'm just going to go ahead and click onto the opportunity that was created when we converted the lead so if i go to crm crew you can see here we now have our sales stage and hopefully you see what i mean by the difference between the leads and the opportunities the leads is just qualifying and there's no good having unqualified leads inside of your opportunities area because the nine times out of ten you're gonna lose that business and it's gonna going to affect your your close ratio and things like that it will skew the data so this is where we have our different stages you see here qualification example stage that is a stage from a previous video that i did we've got proposal negotiation and then closed and that's where we set our closed one or closed lost now of course as you move through the different stages the probability of the sale increases you can add the amount so how much is the sale so let's say 10 000 then we can press the save button again we can select the type so is it existing business or new business again press the save button we can update as we go along we know that our lead or this particular lead or now opportunity has come from our trade show we can add a description uh the next steps as well and again just like on leads and all of the others accounts and contacts we can log activity we can see the chatter about this particular opportunity and nicely we can see the stage history as well so we can see when it started when it got changed when the stages were moved across through through the different stages so if i move to proposal price quote and then mark as current stage this will automatically update and we'll see the updated stage and that is essentially what it is as you can see you start it's start qualified you know that this opportunity has been qualified they've got money the product would be useful to them and then it's a case of maybe you book a meeting and then you have a meeting with them and then you send over a proposal price quote they come back to you saying no we don't want to pay this price we might be happy with this can you do this for us as well blah blah blah blah i'm sure you're all familiar with how it goes so then you get to negotiation and review and you mark that as the current stage as you can see the probability increases and then eventually and fingers crossed for everyone we get to close we can select our closed stage we get to the drop down menu and this is where we can decide between closed one or closed last fingers crossed always going to be closed one and then we just press the save button and we get this nice animation across the screen here that we've won a new sale and that is then added to the revenue data that i've come onto in the dashboards and the reports and obviously that is now a closed one sale so again with the opportunities you get your contacts your cases and things like that so and then if we click back to the opportunities area you'll see that this particular stage is now closed one and then if we change the stage we can go from recently viewed to all opportunities and we see all of the opportunities and all of their different stages and the probability of that particular opportunity being one and so that is the opportunities that is the sales area of salesforce please don't get confused between leads and opportunities this is where you will manage all of your opportunities now there is one thing i want to show you on the opportunities area that i am a massive fan of if we go to the view here and use the drop down menu this is a display as option and we get three options we get table kanban and split view now i'm a massive fan of the kanban view if i go ahead and select it essentially what this allows us to do is see our different stages and then each of the records and each stage and we can drag and drop the record from one stage to the next as opposed to having to click into the record update it all uh manually and then click out and you can't visualize it i find that this is a far more visual way of assessing your leads what stage they're at what's going on and it's just a case of dragging and dropping and keeping on top of everything really really easily the other view option is the split view and this is where you get a split on the left hand side and you can just click into each one this is again slightly more useful makes it easier to click between the different records as opposed to clicking all the way in you can see all the records or opportunities on the left and then you can see there their information on the right hand side now this is applicable to all of the different objects or areas inside of your salesforce system so if we head over to accounts and use the drop down menu you will have a table kanban and a split view now kanban is only useful when there are different stages but the split view can be applied to all of them if we go to the leads area and then go to kanban view you can see the lead stages and you can again drag and drop to the different stages as you so wish so that's hopefully opportunities hopefully you are now familiar with opportunities inside of your sales force system now let's head over to the cases area so if we go to cases this is essentially the um case management case resolution area of your salesforce system so anytime your client has a question or a problem with your product you would create a case and then you would see it through the different stages to resolve the case as quickly and efficiently and effectively as you possibly can now if i just use the drop down menu here as you can see we're on recently viewed just go to all cases and then pin this is all of our sample cases inside of our salesforce system now in order to create a new case again it's a very simple process we just need to press the new button we can go ahead and search the contact that this particular case is associated with so maybe nick boardman has emailed in to say i have a question about how to use this product so you'd select okay nick has emailed the account he is associated with is obviously crm crew you can add his email address there that he has emailed in on if you'd like to and then you just need to add some additional information so the type is it a problem a feature request or a question you can of course add more there may be different options um for your custom salesforce system we've got case origin as well so did they email so we said that they emailed in let's say it's got a problem the case reason is user didn't attend training complex functionality existing problem instruction is not clear new problem so let's go with a new problem and then we can select the priority so is it low medium high critical of course you can assess this on the value of the client so let's say nick baldman is one of our top clients we want to jump on this get this resolved as quickly as we possibly can and then we need to add description information so what what's the subject so struggling with i struggle with issue x and then you add a description this is what's going on blah blah blah blah and then you can add internal comments as well so once you've created your new case just press the save button so as you can see we've got case details contact details we've got the subject we have got different stages as well we've got the feed where we can log emails log calls manage the posts the chatter area we've got the updates so emails call logs text posts and status changes and we've got some details and further information as well and then on the right hand side we've got this thing called a knowledge area now let me briefly touch on the knowledge area now i'm not going to go into too much detail in this video but knowledge is essentially where you can answer questions and log them inside of your salesforce system so let's say you've got a large team support staff and they've never come across this problem before they could search in the knowledge area it's kind of like an internal google and they could search in the knowledge area and then maybe find a similar problem and then use the answer to the similar problem to try and close this particular problem i hope that makes sense it's essentially kind of like an internal google but you have to add the knowledge in so someone has to write that information in okay so we've got our case and then obviously we'd move through the different stages of the case so let's say the case is now open we can mark as current status and then we can go to pending and then hopefully we need to get it we need to get every single case to close and not we can close it so we available close off that particular case eventually which is what we want to achieve now if we go back to cases you can see here all of the different cases you can see that we've just closed one so it's been ticked off and all of the new cases are open so if you're in support this is what you're going to be using a lot you can see the priority you can filter by priority if you'd like to so just click on it so you can see all the critical high medium and low jump on everything as quickly as you possibly can and then get problems resolved so it's exactly the same as the other areas inside of the system you just click on that particular case that you want to look at you again can use the different display as options so you've got table kanban and split view now moving on from the cases area we have got tasks tasks are very very obvious we can create tasks inside of our salesforce system to do things and so we've got the different views again if you just change that accordingly we can create a new task what the task would be so we can assign it to someone else inside of the salesforce system we can add the account it's related to and the contact it's related to we just add a subject as well so is it called let's say call nick and it's been assigned to nick boardman in relation to crm crew and the contact is nick borman i know that's a little bit confusing hopefully you all say call paul for example and then we've got comments so we could just add some comments can you call paul with regards to this issue x and then we add a due date so this needs to be done on monday we can set a task reminder so reminder set the date and the time that you get the reminder and then we can set the status so the task is not started in progress completed waiting on someone else or deferred and then we can select a priority as well and then just press the save button you've created a new task and as you can see it should be here if i just press the refresh button there we go so now that new task has appeared we can click onto it and then we can mark as completed we can edit comments change the date change the status as well so then if i click back you can see that that the status has been completed so task is really really easy the benefit with tasks is obviously that we associated that task with our account and our contact so if i head back over to our accounts and then go to crm crew and we can go to our task related area we'll be able to see on the right hand side that we have a call pull task that has now been completed so that's why having tasks inside of salesforce is very very useful now moving on from tasks we have our calendar now the calendar is just a case of adding events into the calendar i'm sure you're all very familiar with how a calendar works we've got um the dip we can switch between the months we can go to today we can refresh it we've got the drop down menu where we can see day week month and availability so the calendar can also be synced with your google calendar on microsoft calendar and you can set up a two-way sync so it transfers data from your google calendar to salesforce and then salesforce to your google calendar and you can create new events just press the new event button you can assign it so assign it someone search in relation to the account the contact the subject what type of event it is whether it's private the start date the end date the location uh show time as show time as busy out of office or free and also add a description for the event so if i just do example event um assign it to myself in relation to crm crew and then the name nick boardman and then i will say that it's going to start on the 27th of may at 12 and finish at 1 and it is i'll leave the location you might put zoom for example you could just add a zoom link and then just press the save button and you can see here that the example event has now been added and we can see the additional information so we can hover over it and just press more details and then if you want to suppose to pressing the new event just click on a date you can then go ahead and add the information so it would add it for the 24th of may or whichever day that you go ahead and select so that is the calendar inside of your salesforce system moving on from calendar we now have the reporting functionality now reports are obviously very very useful if you go onto the left hand side you can see recent created by me private reports public reports and all reports just head over to the all reports area salesforce generates quite a few just off the bat that we don't have to create ourselves so you can see here we've got open leads by owner open pipe by owner opportunities audit opportunity pipeline and then you can click on the particular report and it will generate that information for you so it will give you reporting feedback so you can see here that we've got 210 000 pounds in our opportunities pipeline at the moment you can see a breakdown of stage the actual opportunity itself and the value of each opportunity as well so you can see crm crew is currently at the example stage and we are at 10 000 pounds value for that particular opportunity so this is reporting is very very useful i'm not going to go into great detail in this video because there's so much power with reporting this could this video could go on forever i think i'm going to create a video standalone video on how to create reports inside of salesforce and because it's unbelievably powerful but the reporting options that salesforce provides automatically are very very useful also if you are part of a team and you've just joined your salesforce system but other people have been using the system i'm sure reports have already been set up that you can go ahead and utilize so you'll be able to see the public reports um and down here you can see reports that have been shared with you as well and you can just use those reports so if you're having to create your own watch out for a salesforce video on how to create reports and obviously if you are just joined the team you will have the option to see any reports that have been shared with you so if we now move over to the dashboards inside of your salesforce system we'll go to dashboards here now dashboards are not too dissimilar from reports essentially it's just a more visual way of looking at the data inside of our salesforce system so on the left hand side we've got the recent dashboards created by me private dashboards all dashboards the folders and the favorites as well so it's exactly the same as reports are inside of your salesforce system so if we go to all dashboards we only have three that salesforce automatically generate however if you inside the system have created your own dashboards or you've had dashboards shared with you you'll be able to see them here now to generate a dashboard just click on that particular dashboard you can refresh the dashboard at any time so if i go ahead and press the refresh button and this will calculate obviously the opportunity pipeline set to close this quarter so we've got 210 800 pounds to close you can see the where the opportunities have come from or the leads created their lead source their leads converted to opportunities the number of people but of course we can customize this and we can create our own dashboards to show us the exact information that we would like to see from our dashboard so it's very very useful very very powerful and again like reports i might do a video on how to create dashboards inside of your salesforce system so do watch out for that but dashboards and just like like i said just like another not too dissimilar way of looking at your um data inside of your salesforce system and then moving on from your dashboards we then have campaigns now campaigns inside of your salesforce system are essentially your marketing campaigns so let me go ahead and create a new campaign if we go ahead and press the new button we can select the status so what is the state of status of our campaign is it in progress completed aborted or planned give it a name so i'm just going to call this example campaign just for the sake of the video we can select if it's an active campaign or it's not yet active the type of campaign so advertisement email telemarketing i'm sure you get the idea now so let's do like a referral program campaign and then if we are doing a campaign within a campaign we can select the parent to it as well so that's just to look up to another campaign inside of your salesforce system you can add a description for your campaign the start dates let's say we are going to start on the 30th we are going to end our campaign on the third and then expected revenue so let's say 10 000 budgeted cost in campaign so let's say a thousand and then obviously we all know how it goes let's say 1500 is the actual cost and then we can select our number number of cents so is this um obviously emails this could be letters this could be phone calls and then you could select your expected response so what is your response or anticipated response from your campaign now the great thing about campaigns is once you press the save button you will then be able to see all the opportunities that are connected with this particular campaign so if we head back to our opportunities area and go to the crm crew opportunity that we were on earlier we can go to the campaigns and we can associate this particular um this particular opportunity with a campaign so what that then allows us to do is we know where our opportunities are coming from so if we have a successful campaign so once you head back to the campaign area you can then see all the opportunities associated with that particular campaign so you can see if that campaign did well and created a lot of opportunities or didn't do so well because it didn't create as many opportunities that might necessarily not necessarily be the purpose of that campaign but this allows you to get a gauge on the campaign so hopefully that has been of value to you if we just head back to the campaigns area i'm going to go over a few things and just general admin general and maintenance of your salesforce system this applies to every single object inside of your salesforce system so we have to search this list so that allows us to search for a record on this list so obviously we got the recently viewed list if we change that to all active campaigns and then we search this list then we can search for a specific campaign we've also got the cog and then we can create a new list cloner list rename a list sharing settings edit list filters select fields to display and delete now remember this list is essentially views so you can go ahead and create and edit your own lists if you would like to we've got the display as view we can refresh the page if we would like to we've got this pencil button here so if i just go over to my recently viewed press the pencil button this allows us to edit certain information so we just hover over i'm sure you've seen this throughout this video and then we've got um some charts and filter options but if i head back to let's say our accounts area i'm going to change the view to our table view you'll see we've got chart options where we can create our own charts so accounts by industry so as you can see we've got 11 accounts not specified in industry we've got one in assurance two in retail at three and apparel and you can collect certain data and you can create your own views and charts as well and then we can filter so we can filter out certain information so we can essentially say if account type equals prospect do not show or if account type equals a freelancer show that particular information so you can create and or filter views if you would like to i'm not going to go into that too much detail that would take a lot of time to discuss in this video so hopefully you are familiar with what i have covered in this video just as a recap we've got home which is obviously your dashboards we've got leads which is a dumping ground to collect data and then convert them to your accounts which are businesses contacts which are people and opportunities which are sales and then we have cases which is customer support case management case resolution we've got tasks which is obviously exactly what it says on the tin as is calendar and then we've got the reporting function where we can generate reports on data inside of our salesforce system we've got dashboards where we can visualize that data inside of our salesforce system and then we've got the marketing campaigns as well now you may not see some of this information it may be set up slightly differently so if you go to the very end here you have a pencil button go ahead and click that and then go to add more items we can also change the position of the uh navigation menu as you can see so if i want to bring my campaigns to the very front i can just go ahead and drag it and drop it and move it up or down accordingly but we can add additional items now items are obviously objects inside of your salesforce system so like i said earlier when we were going through the cases we have got the knowledge so we can add the knowledge base to our home page if you would like to you just press the plus button and then you can drag it and drop it and position it so there are some things that i've covered that are not traditionally in the navigation bar list i've added everything i think would be most applicable for this video in my opinion anyway there are some things i've missed out on but they're usually quite simple or they're stuff you wouldn't necessarily use so hopefully i've covered everything and you are far more familiar with the salesforce system just before i end the video there are a few additional things i want to discuss we have got the favorites list at the top here and we can add a favorite so we can go ahead and favorite accounts and then you can see the drop down menu has been favorited we can go ahead and click on a particular account favorite that account so then you can see that crm crew is a favorite account you can create a list this would be great for opportunities and then you can go ahead and jump to that information immediately and you just get a long list here so then i can unfavorite it go over to an opportunities area click on the crm crew opportunity and i can favorite that opportunity if i would like to so that's the favorite we can also um use the plus button which essentially allows us to just quickly create a new task new event new content new opportunity new case new lead etc so as opposed to clicking around the system we can quickly do it it's like a global action thing we've got in-app help hopefully you're not going to need that and we've got the cog which is the basic sales setup then the setup area of your salesforce system and we've got notifications so obviously if you're getting notifications that such as the chatter notifications you can go ahead and manage those there and anything else and then you go ahead and you can select on your profile as well to view your profile now hopefully that has covered everything inside of the salesforce system that you need to know one final thing i want to add that i actually had forgotten about was the notes area if you go to the bottom of any screen on your salesforce system you can go ahead and create create a quick note if that is of any use to you you can see reply to latest tweets you can just create a new a new note just give it a header example note and this is a note about a notes there we go and you can go ahead and associate it with some add it to records if you would like to you can delete it share it or just press the done button and you can see your notes you can click on it and you can do whatever you'd like to do with your notes inside of your salesforce system hopefully this video has actually been of value and like i said at the start of the video if you need any help setting up or training on your salesforce system please feel free to get in touch and i'll see you shortly in a moment's time hopefully you are now all set to begin using the salesforce crm system to its full potential and you can use each of the features inside of the system with ease if you have enjoyed the video or found it at all useful please consider giving it a like possibly even subscribing if you have any questions at all you are more than welcome to drop a comment below or you can email me as my details are in the description below and i will do my best to answer any questions you do have if you would like any help with setting up your salesforce system or any training like i said at the start of the video please check out my website below we'd be delighted to help so thank you ever so much for watching and i will hopefully see you shortly in the next video thank you and goodbye