Your First Records

If you are brand new to Snapforce your system has almost no data whatsoever (minus a few sample records), and your probably anxious to get started! You can start by creating what you need, for example you may want to enter your current customer list - which you can do by creating new Accounts. You can also enter your ContactsLeadsOpportunities and so on.


All of the above mentioned processes can be accessed by navigating to your top navigation bar, and selecting either:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

than select either:

  • New Account
  • New Contact
  • New Lead
  • New Opportunity

Notes

Often times your System Administrator will import your company's data into Snapforce, this means your data may very well already be inside of your system! If you are unsure