Common Tasks

Finding, Deleting, and Merging Records

• Find Things
• Delete Things
• Check for duplicates
• Merge Records

Entering Data

• Edit Multiple Records
• Create a related record from within an account or contact
• Use Keyboard Shortcuts
• Work with Imports

Sharing Data with Other People

• Share or Assign Records and Views
• Print Things
• Send or Copy a Shortcut
• Export Data to Excel
• Create Customer-Ready Documents and Messages
• Run a Report

Adding Activities, Notes, and Files

• Manage Activities
• Add a Note or Attach a File

Working with Workflows and System Jobs

• Start an On-Demand Workflow
• Cancel or change the status of a system job

Requesting Changes

• Requesting User Interface Changes
• Check Your Permissions for a Record