Staff Knowledge Base

SalesForce Interface Overview

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• 93

How to Search in Salesforce

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• 74

Managing Patient Profiles | Sending Emails, Logging Calls, Adding Notes etc..

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• 98

Managing Sales Leads and Converting them to a Patient Account

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• 76

Customizing your Salesforce Interface

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• 58

Finding and Editing Existing Invoices

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• 57

How to Create a Consultation Invoice

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• 57

How to Create a Surgery Invoice

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• 59

Appointments Calendar Interface Overview

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• 82

Adding a New Appointment

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• 52