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Re: Sales Insight tab in salesforce
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Anonymous
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10-30-2014
08:16 AM
10-30-2014
08:16 AM
Sales Insight tab in salesforce
Is it possible to have the Sales Insight section show on Accounts, Leads and Contact records or only Leads and Contacts?
Thanks!
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Josh_Hill13
Level 10 - Champion Alumni
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10-30-2014
08:19 AM
10-30-2014
08:19 AM
Re: Sales Insight tab in salesforce
I believe you can place this on the Account and it will show you info for your Contacts. Not sure it's super useful though. I've seen it done before, I just don't recall if it displays anything helpful.
Kim_Allen
Level 10
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10-30-2014
08:21 AM
10-30-2014
08:21 AM
Re: Sales Insight tab in salesforce
Yes you can place it on Accounts, Leads, Contacts, and Oppties.