Page 88 - Superion Sales

SUPERION – Sales Playbook

Using the Log a Call feature defaults the Task Status to “Completed” and files it in the Activity
History section of the record you’re working with.

Customizing Your Display

Setting Up Your Tabs

You can customize your display by selecting the tabs you want to see at the top of your Salesforce
screen.

Follow the steps below to set up your tabs:

1. In Salesforce, select your name in the upper right corner. Then select My Settings.

2. In your Personal Setup menu,
expand Display & Layout
and select Customize My
Tabs.

3. On the Customize My Tabs
screen, select from the
Available Tabs box on the left
and click the Add button to
add to the list of your
Selected Tabs on the right.
Conversely, you can move
any unwanted tabs in the
Selected Tabs box by
selecting and clicking the
Remove button. Use the
Up/Down arrows to arrange
the tabs in the order you
prefer.

3/8/2018

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