Guides, eBooks, videos, and more
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CRM Basics Guide
Outlook User's Guide
Videos & eBooks
All topics ...
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
Install the CRM for phones express app
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 ...
Set up CRM for Outlook
Track Outlook email with Exchange tracking folders
Overview of tracking records in CRM for Outlook
Work offline with CRM for Outlook
Sync with Outlook or Exchange FAQ
CRM for Outlook User's Guide
Run a report
Share a report with others
eBook: Create and customize dashboards
Get a list of available reports
More reports topics ...
CRM Setup & Administration
CRM Developer Center
CRM Help Center
Marketing Help Center
Social Engagement Help Center