Salesforce.com’s Console is a great tool to view activities, leads, contacts, accounts and opportunities all in one screen. It is particularly effective during call blocks and working numerous activities at a time in a quick, repetitive fashion (such as logging activities). Using Console can boost the productivity of your sales team or any Salesforce.com (SFDC) user. The steps should be taken by each individual user so that they can customize their views in accordance with their preferences.
First things first – you need to add the console tab to your navigation bar, so you can easily access it in the future. To do this, click the plus sign on your top banner. Once you are there – click: Customize My Tabs.
Find Console view, and Add it to your Selected Tabs. Click Save, and you are all set to get started.
Using Console View
Use the top bar dropdowns to switch between views you have. You can view your activities, leads, contacts, accounts, opportunities and campaigns.
Click on the subject of the activity to view the task and the lead/contact detail. You can make each window bigger or smaller by dragging the grey separator line between them. You will see different windows depending on what kind of view you are in. If you are in an opportunity view, you will see the Opportunity detail, and the Account detail. Colors will change based on the object you are viewing.
After you have completed a few activities, click the …