If the calendar event was sent to an email address that doesn’t correspond to an existing Salesforce contact, the Slack notification will prompt the rep to create a contact for estinet technology that person. Get rid of messy paperwork and enable your customers to digitally sign documents. Use our data visualization tool to create a visual overview of multiple IPs.
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The message also includes the option to create a Salesforce opportunity for that contact; if selected, Workbot will guide the rep through the process of doing so. I’d finish a phone call and unless a lead was super hot and ready to close right away, I wouldn’t log it in Salesforce because I was busy with other tasks,” he comments. Free to get started, easy to add your whole sales team, commit to monthly or annual plans. Power your data collection with sleek online forms that can be filled out anywhere.
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