Do you mean when you're in Salesforce (I assume) and in a contact record and there's a button "New Opportunity". WHen you click that it automatically adds the contact as a contact ...
Love this idea. Had someone change the API calls in my external reporting tool from once a day to once an hour. Took 3 days of maxing out for support to tell me which API was causi...
I thought RTP was pretty easy to use, but adding the campaign to the website actually increased my bounce rate by 4%! Turns out my customers don't like it......
This is a pain! I tried to train my sales team to remove tokens when sending from Outlook and leave them in when sending from Salesforce, but they kept forgetting and prospects wer...
Sanford Whiteman I don't think I gave them this level of access since I'm only using the scanning app. This just pushes data to my system, it doesn't access data already within th...