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Creating Your First Sheet

Updated over 2 weeks ago
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Summary

In this short video, you'll see how quickly and easily you can sign up for PeopleGlass and create your first sheet. You'll be updating Salesforce fields and achieving peak CRM hygiene in record time!

What you'll learn:

  • How to connect PeopleGlass with Salesforce to enable live updates

  • How to leverage default PeopleGlass templates to create your first sheet and get started with your key Opportunities, Accounts, Contacts, and more

Have more questions? Please contact our People.ai Support here.

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