Logging Emails in Salesforce
A CRM platform is only as powerful as the data that’s being entered in to it. That puts the onus on the user, i.e. you, to enter in phone numbers, meeting notes and contract dates from emails,...
View ArticleContact Sync 101
Organizations and individual executives use a variety of platforms to manage contacts. However, core SaaS contact management tools (platforms like Salesforce, Google Contacts, Outlook or LinkedIn, for...
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