00. Navigation & Chatter
CRM first steps
Added Value
Table of Contents
What you need to know to start...
Chatter:
- Chatter is an application designed to enhance collaboration and is embedded within the tool
- You can “follow” any object or record within the tool
- Once you are following a record, you are notified when changes are made
- You can post files to share information and get feedbacks from colleagues
- Users can also make comments on objects and records
- Groups can be created to share information about specific topics (e.g. group for a specific market or region)
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