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

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