LinkPoint Vue will automatically display all email parties and associated opportunities or cases it finds. Select the it
Salesforce.com Adoption and Productivity Accelerator How to Record Emails To Salesforce.com
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Click the “Vue – Record to CRM” button on the toolbar.
LinkPoint Vue will automatically display all email parties and associated opportunities or cases it finds. Select the items you wish to record this email to in salesforce.com.
Compose Email as you normally would.
LinkPoint also permits you to add Salesforce Library documents to your email as attachments.
Click the “Send and Record” button to send the email and record to Salesforce
LinkPoint Vue will automatically display all email parties and associated opportunities or cases it finds. Select the items you wish to record this email to in salesforce.com.
How to Quick Create a CRM Contact LinkPoint Vue installation Tutorial LinkPoint Vue Installation
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