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When you upload Content we are able to track not only the click, but we can track which page your contact is reading. If you upload an attachment, we can only track the click and lose visibility into the page by page activity.
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If you don't see the tasks you are looking for in your live feed, you will be able to find them in your Command Center in toutapp.com. Click the "Calendar" buttons in the overdue section to change the date range to display your tasks that are not showing up in the live feed.
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If you don't see the tasks you are looking for in your live feed, you will be able to find them in your Command Center in toutapp.com. Click the "Calendar" buttons in the overdue section to change the date range to display your tasks that are not showing up in the live feed.
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Great question. When you first turn on the sync between Tout and Salesforce tasks, we will import your Salesforce tasks into Tout. But WILL NOT push over any current tasks you have in Tout to Salesforce. To reduce clutter and duplicates, the only tasks that will get synced from Tout into Salesforce are tasks created *after* you sync Tout with SF. Here's the low-down on what happens when you sync Tout and SF tasks: 1) As soon as you click save on tasks syncing, they will begin to sync over. This will take some time initially, so don't panic. 2) Any reminders that have been updated or created in the last 24 hours will be pulled in from SF to Tout. The sync is based on due date and . All of those tasks will get synced over in the backend, but in command center, you will only see tasks due today and tomorrow 4) If sync has been turned on previously, and you delete any tasks in SF, anything that has been deleted in the last 15 days will be deleted from Command center. 5) We'll constantly sync tasks between Tout and SF as long as sync is enabled. After the initial sync, any tasks you create, edit, complete or delete in Tout will sync over to your tasks list in Salesforce. And, vice versa - anything created, edited, completed or deleted in Salesforce will update your tasks list in ToutApp. To turn on this sync, just check the sync box in your Settings page in ToutApp.com.
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