Customizing your Salesforce Interface
Managing Sales Leads and Converting them to a Patient Account
Managing Patient Profiles | Sending Emails, Logging Calls, Adding Notes etc..
How to Search in Salesforce
What is the difference between a lead, an account and an opportunity?
Leads A lead is a person who expressed interest for a hair transplant surgery via the online consultation form. Accounts (Patient Accounts) An Account is a ‘converted’ lead that qualifies for a hair transplant surgery procedure, or an existing patient imported from MRX. Opportunity A potential sales deal that you […]
SalesForce Interface Overview
How do I login or reset my password?
To log into SalesForce please visit the following link: https://hassonandwong.my.salesforce.com/ Your login consists of your email address (yourname@hassonadnwong.com) and the password that was sent to you (via email). If you have forgotten your password, it can be reset here.