Getting Started
Logging In
- Navigate to your Salesforce login URL
- Enter your username and password
- Complete any multi-factor authentication prompts
The Sales Home Page
After logging in, you'll land on the Sales Home Page. This is your daily command centre with three main sections:
Screenshot needed: The Sales Home page showing all three columns - tasks on the left, clients in the middle, reports on the right
Left Column - My Open Tasks
Your personal task list showing all open tasks assigned to you. From here you can:
- View tasks sorted by due date
- Click any task to see its details
- Mark tasks complete directly from the list
- See overdue tasks highlighted in red
See Tasks & Activities for full details.
Middle Column - My Clients
A filtered list of your active clients. Shows key details at a glance with search and inline editing.
Right Column - Reports
- My Call Activity - Chart showing your recent call activity
- Team Call Leaderboard - Chart comparing call activity across the team
Navigation
App Launcher
Click the grid icon (top-left) to access the App Launcher. From here you can navigate to:
Screenshot needed: The App Launcher open, showing the navigation items
- Leads - View and manage leads
- Clients - View and manage clients
- Contacts - View and manage contacts
- Properties - View property records
- Brochures - Browse the brochure library
Key Pages
These pages are accessible from the navigation bar or App Launcher:
| Page | What It Does |
|---|---|
| Sales Home | Your daily dashboard with tasks, opportunities, and reports |
| Leads | List of all leads |
| Clients | List of all active clients |
| Contacts | List of all contacts |
| Appraisal Tracker | Spreadsheet view of appraisal pipeline |
| Open Tasks | Full task management page |
| Commission Approvals | Commission approval queue (approvers only) |
| User Activity Report | Activity reporting dashboard |
Record Pages
When you open a Lead, Client, or Contact, you'll see a three-column layout:
- Left sidebar - Record details and fields, organised in tabs
- Main area - Custom components like activity timeline, documents, brochures
- Tabs within main area - Different views like Activities, Fees, Documents
Lead Record Page
Screenshot needed: A Lead record page showing the three-column layout with sidebar, Appraisal Meeting component, and main tabs
The Lead record page includes:
- Sidebar: Details tab (all lead fields), Contacts tab, Related Records tab
- Top of main area: Appraisal Meeting component
- Main tabs: Chatter, Activities (default), Automation, Fees, Documents
- Activities tab: Activity Composer + Activity Timeline
- Documents tab: Brochures component + Document List
Contact Record Page
The Contact record page includes:
- Sidebar: Contact details and fields
- Main area: Active Client Card, Referred Leads, Referred Clients
Client Record Page
Screenshot needed: A Client record page showing the three-column layout with sidebar and main components
The Client record page includes:
- Sidebar: Client details and fields
- Main area: Commission Calculator, Client Tracker, Documents, Activities