Salesforce.com Wealth Management Template Walkthrough

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Salesforce.com Wealth Management Template Walkthrough

David Inniss

Created by David Inniss of San Diego CRM Consulting (http://www.sdcrm.com). I walk viewers through the major features of the Wealth Management Template. We cover:

1. Accounts
2. Relationship Groups
3. Know Your Clients
4. Client Accounts
5. Client…


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Created by David Inniss of San Diego CRM Consulting (http://www.sdcrm.com). I walk viewers through the major features of the Wealth Management Template. We cover:

1. Accounts
2. Relationship Groups
3. Know Your Clients
4. Client Accounts
5. Client Assets
6. Watch Lists.

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