Salesforce Account Spreadsheet
The Salesforce Account Spreadsheet is used to store all your clients in a way that can be imported directly into Salesforce when you go full time.
Why is this important?
- Having place to store clients and prospects will help keep you organized
- Doing this while you're still in precontract will eliminate unnecesary work when you go full time
Directions
- Download the spreadsheet
- update your spreadsheet weekly
- Required fields are highlighted yellow (first name & last name)
- Once you start working with the client add in the joint work partner you'll be working with (highlighted green)
- When your joint work partner is added it will prompt me to share it with them
- Doing this ahead of time eliminates duplicate records and allows your joint work partner to update associated records.
- Send your updated spreadsheet to Hannah Chambers weekly
- hchambers@oneindianafinancial.com
- subject line "Salesforce Import"
- You can continue to update the same sheet as you gain information from your clients. No need to start over.
