Hubs Salesforce User Guide

The Salesforce CRM Portal was developed to allow Hubs to manage relationships and interactions with existing and potential customers, provide an easily accessible and centralized platform for anyone in your Hub to view records of customer interactions, and collect and organize data through automated reporting and dashboard features. Below is important information regarding the Salesforce CRM Portal. For details and step-by-step instructions on specific functions and activities, please access the tabs.

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  1. Jie Weng Is there a way to add an FAQ section to each tab? There are some nuanced questions we have been asked that don't necessarily fit into the directions.