Warning: Use of undefined constant max_execution_time - assumed 'max_execution_time' (this will throw an Error in a future version of PHP) in /home/x7dkclaf/public_html/blog/wp-content/plugins/automatic-youtube-video-posts/core/parse.php on line 31

Warning: Cannot modify header information - headers already sent by (output started at /home/x7dkclaf/public_html/blog/wp-content/plugins/automatic-youtube-video-posts/core/parse.php:31) in /home/x7dkclaf/public_html/blog/wp-includes/feed-rss2.php on line 8
Lead communication – CM-Focus LLC – A Salesforce Training, Consulting and Product Development Company https://cm-focus.com/blog The Salesforce Training specialists & consultants Thu, 19 Mar 2015 01:42:19 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.7 LeadPal : Salesforce Lead Communication Continuity https://cm-focus.com/blog/leadpal-salesforce-lead-communication-continuity/ https://cm-focus.com/blog/leadpal-salesforce-lead-communication-continuity/#respond Thu, 19 Mar 2015 00:51:04 +0000 http://cm-focus.com/blog/leadpal-salesforce-lead-communication-continuity/ 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 […]

The post LeadPal : Salesforce Lead Communication Continuity appeared first on CM-Focus LLC - A Salesforce Training, Consulting and Product Development Company.

]]>

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

The post LeadPal : Salesforce Lead Communication Continuity appeared first on CM-Focus LLC - A Salesforce Training, Consulting and Product Development Company.

]]> https://cm-focus.com/blog/leadpal-salesforce-lead-communication-continuity/feed/ 0