Published Oct 15, 2022 10:37:09 PM

Stay Sharp: Transoms, SF Emails and Filters


Overview

Andy Arnsman provided a sales update. David Foster provided some Salesforce Library resource updates. Mike Graef outlined what Kenyon's can do with transoms. Marie Beaudoin talked through customer service emails in Salesforce. David Foster gave an overview of WMA as well as some ways the Price Books will be different moving forward. He then demonstrated how to find the Excel price list in the Salesforce Library and use the filter function in Excel. Bo Sink ended Stay Sharp with a win, a conversion to ZEEL.

Watch the recording here.

See you at our next Stay Sharp on November 18, 2022.

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