Category: People & Culture - mitmedia

The GROW model in action by Dee Wilkinson

Wed, 16 May 2018 13:24:50 +1200

Dee Wilkinson from South West Coaching, takes someone through the process of the GROW model
https://www.youtube.com/watch?v=6f3X2PEsV-Q&t=138s

Leadership -Steve Hansen

Mon, 26 Mar 2018 21:32:56 +1300

The Nation TV3 12 September 2015

Steve Hansen talks to Patrick Gower about love, leadership

Thu, 22 Mar 2018 21:12:29 +1300

The Nation 2015 - Series 6 Episode 28
Interview: All Blacks Coach Steve Hansen
Steve Hansen talks to Patrick Gower about love, leadership and not losing a week out from the start of the Rugby World Cup.

Viewing Existing Reports

Thu, 22 Mar 2018 14:58:28 +1300

Use Reports to keep track of your activities, or your team's team members, manage your pipeline, and analyse customer information.

Close Completed Activities

Thu, 22 Mar 2018 14:57:11 +1300

Every activity that is completed must be closed. An activity that is not closed will remain visible in My Tasks. This video demonstrates how you can close a completed activity.

Logging an Activity

Thu, 22 Mar 2018 14:54:55 +1300

Two of the most common examples of an Activity are Meetings and Phone calls. Activities need to be recorded because it will give you the ability to track your progress and strategise business openings. This video demonstrates logging an activity.

Editing a Record

Thu, 22 Mar 2018 14:53:41 +1300

Most interactions in Salesforce can be edited. Some interactions will require Administrator access. In your role, editing will be largely confined to Accounts and Contacts. This video demonstrates how you can do that.

Creating a Contact

Thu, 22 Mar 2018 14:51:30 +1300

An Account must have a contact person attached to it. The Contact is your means of communicating with the Account. The Contact can potentially be a key decision maker. Entering their details correctly and accurately is very important. This video demonstrates how you can do that.

Searching for Accounts or Contacts

Thu, 22 Mar 2018 09:37:32 +1300

Searching

Creating an Account

Thu, 22 Mar 2018 09:25:07 +1300

Any interactions that you have with an organisation should be added in Salesforce. Creating an Account is the first step. This video demonstrates how you can do that.

Introduction to the Homepage

Thu, 22 Mar 2018 09:16:20 +1300

Salesforce CRM business-to-business homepage.