Is it possible to include the "Sales Insight Actions" drop down in the Sales Insights box on the Contact Detail page in SFDC? As of now we have the drop down working fine on our Lead Detail pages, but can't seem to figure out how to include it in our contact detail layout.
Thanks!
Hey Jeff,
Thanks very much for the reply. I've provided a screenshot of the Contact MSI section below. I've also included a shot of the Lead MSI for reference. Ideally we'd have the identical dropdown menu in the MSI on both SFDC detail pages.
Thanks again!
Robert
Contact MSI
Lead MSI
Hi Jeff,
Thanks very much again for your help on this. I am confused as well!
I'll reach out to support this afternoon.
Thanks again!
Robert