Learn How to Keep Track of Your Accounts, Contacts, Opportunities, and Other Records with a Simple Click


Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click of a mouse. This feature called Follow allows you to group and track specific information, whether it's records you own or not. You can follow records from the list and unfollow them when they are no longer relevant. To see all the records you have followed, set up the I Follow Views with your admin. If you want to learn more productivity hacks like this, visit the P2 Automation website.


Article 11m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time