Learn how list views can help your and your team manage your customer information and be more productive. Get to know the utility bar to help your team be more productive.
- Manage Your Essentials Subscription
Add or subtract users, update the credit card on file, and more from the Manage Subscription page in Setup. - Get Started with the Setup Assistant
Get up and running fast with the Essentials Setup Assistant. Use this to-do list to make sure you’ve completed the most important steps to grow your business. - Filter Your Lists to Find What You Need
Use a list view to see a filtered list of records, such as only contacts, accounts, or custom objects. - Keep Your Productivity Tools Handy
The utility bar is a fixed footer where you can quickly access handy utilities and common productivity tools. Your admin can also add custom options.