Account Setup

ENGAGE Account Setup

9 Lessons Easy

About this course

Everything you need to know about ENGAGE Setup

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Course Structure

Engage Social - Profiles

Logging into

Modifying your profile

Uploading your headshot/profile picture

Do not change the nickname field

Engage Social – ClearHome Image Requirements

An explanation of what images we need for your Stream5 Account, what we use them for, and format/resolution guidelines.

Engage – Account Setup

Confirming Account, Contact and User information on first logging into the Salesforce STREAM5 CRM.

Exporting Your Contacts

Today we'll be covering how to export your Salesforce Contact records to your computer's hard drive. 


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