OPPORTUNITY MANAGER A BRAND NEW SALESFORCE APP THAT YOU CANNOT MISS INSTALLATION GUIDE VERSION 1.3
APP INSTALLATION GUIDE
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Steps to Install • • • •
Connect to internet Open a browser of your choice on your machine. Browse to “www.salesforce.com” Click on the LOGIN button mentioned on top-right
Steps to Install 1. Clicking on LOGIN automatically re-directs to http://login.salesforce.com 2. Enter your username and password to login
3. You will land on your home-page. 4. Next, you shall proceed to install the package.
Steps to Install Browsing to the link for installation of plug-in
Apps by Algoworks. Appexchange Link https://login.salesforce.com /packaging/installPackage.a pexp?p0=04ti0000000LBzP
Opp Manager. Appexchange Link Click on GET IT NOW button
Steps to Install â€˘ You will see the package installation details. â€˘ Click on Continue button
Steps to Install â€˘ It will show you the important component that will be used in the package FYI. Click on the Next button
Steps to Install • Now you will see the security level, set default to admin only. • You can change the security level to all users or custom. • Click on the Next button
Steps to Install â€˘ This is the final Installation confirmation screen. â€˘ Click on Install button
Steps to Install â€˘ Now you will see this screen . â€˘ From SALES on the top right corner, select the Opportunity Manager app as shown in the image .
Steps to Install â€˘ Click on the Opportunity Manager Tab from the top bar... ...
Enjoy the App!
Algoworks Internal Document
Donâ€™t waste no time getting it! For any queries regarding installation, please send a mail to email@example.com.
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OPPORTUNITY MANAGER APP AN ALGOWORKS PRODUCT www.algoworks.com/crm