New to Guild360/Salesforce and don't know where to start? Get a better grasp for the program with Guild Questions!
Guild360/Salesforce is Guild's CRM, or Customer Relationship Management system, which allows us many capabilities within Borrower Contacts, Transactions, & Referral Partners!
Table of Contents
Logging into Guild360/Salesforce
Open Guild360/Salesforce through the Sales SharePoint site.
Note: you do not need a user name or password to log into Salesforce.
Resources
Guild Questions holds the answers to many of our most common questions.
Start in the Salesforce > Basics section (which includes this article)
- How to Import Contact Lists in Salesforce
- Create and Transfer Borrower Contacts
- Public vs. Private Partner Model
- Top 10 Salesforce Best Practices
Other sections
- *Start Here: Engage Email Resource Library
- *Start Here: List Views, Reports and Dashboards
- *Start Here: Send360 Navigation and Template Search
Every article in Guild Questions is searchable, so if you don't immediately see what you are looking for use the search bar. If you are still having a hard time, click that Help icon in the bottom right corner to ask your question. A Field Marketing Manager or Sales Trainer will get back to you with an answer.
Salesforce can seem intimidating, but you don't need to be an expert to use it. Focus on how it can make your job easier, read articles and please reach out for assistance.
Guild360/Salesforce Learning Series!
Learn the ins and outs of Guild360/Salesforce. Click here to visit the video library in SharePoint.