Thursday, June 4, 2020 - 1:00pm EST (10:00am PST)
We're shining the spotlight on our Enhanced Side Panel for LinkPoint Connect!
Discover how you can create Salesforce records right from Outlook with our Side Panel integration. We'll guide attendees through a number of ways to create new records with little to no typing with our Connections and Drag & Drop options. We'll also walk through SnapForms, editing existing CRM records, and available configuration settings that bring Salesforce data right to the end user. The session will end with time for our experts to address audience questions.
- Creating Salesforce Contacts and Leads
- LinkPoint Connects for automatic contact management
- Drag & Drop for Email Signatures
- Working with New SnapForms
- Editing Salesforce items with SnapForms
- Showing/Hiding Salesforce Objects
- Configuration Options
Not able to attend the live session? Register to receive a copy of the recording once it becomes available.
Complete the form to register.