This guide is here to help you navigate Salesforce like a pro, from processing sales to starting the onboarding process for new clients. It walks you through every step, starting with handling leads—whether they're automatically created or need to be added manually—and converting them into accounts, contacts, and opportunities. You’ll learn how to update key client details, create opportunities with the right info, and add products and services to match their needs. Along the way, there are helpful screenshots and videos to make it easy to follow. The guide also covers how to prepare for onboarding by adding clear notes and filling in important fields like project details and client preferences. Troubleshooting tips and best practices are included to help you avoid common pitfalls and work more efficiently. With this guide, you'll feel confident managing client sales and setting them up for success!