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Videos & eBooks
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Nurture sales from lead to order
Work with contacts
Create or edit accounts
Keep track of notes, tasks, calls, or email
More top tasks ...
CRM for Phones and Tablets User's Guide
Install the CRM for phones app
Install the CRM for tablets app
Create a new task flow
eBook: Intro to business processes
eBook: Customize a business process
Business process templates
Create a new business process
More business process topics ...
eBook: Import contacts into CRM
Import accounts, leads, or other data
Set up duplicate detection rules to keep your data clean
More data management topics ...
CRM App for Outlook User's Guide (new lightweight app)
CRM for Outlook User's Guide (full app)
Sync with Outlook or Exchange FAQ
Run a report
Share a report with others
eBook: Create and customize dashboards
Get a list of available reports
Interactive Service Hub dashboard
More reports topics ...
CRM Setup & Administration
CRM Developer Center
CRM Help Center
Marketing Help Center
Social Engagement Help Center