Did you know that you can enable a setting to display related emails as a conversation on a record’s timeline, similarly to how Outlook handles conversations? This can make the email/activity area of records much more organized and easier to read! Read More
Recently, Microsoft gave the personal email template and email signature editors a facelift, now matching the rest of the Unified Interface. In this post, we’ll walk through the steps to create personal email templates and signatures in your personal settings. Read More
Whether you’re a new Pipedrive user or your organization just recently started using products, you might have a hard time figuring out how to add products to a deal! Keep reading to learn how to use products with deals. Read More
The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways. You can capture their survey results in CRM without having to go into Zoho Survey.
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Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record. It would be much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More
