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Creating Your First Sheet
Updated over a week 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

Give it a try!

Create your first sheet at https://glass.people.ai/

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