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LeadPal : Salesforce Lead Communication Continuity |CM-Focus LLC – A Salesforce Training, Consulting and Product Development Company

LeadPal : Salesforce Lead Communication Continuity

LeadPal : Salesforce Lead Communication Continuity

  • 19
  • March
  • 2015
CM- FocusThu, March 19, 2015 12:51am

Display existing contacts and accounts related to lead so there is a continuity in the conversation/interaction with the lead.
For example if account had opportunities the lead can be passed on to account manager
If there are duplicate contacts that already exists it will be displayed so they can be cleansed right away
Take a free trial at  https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV

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