Lookup Helper Use Case Library

Problem:

As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

Account, Case, Contact

1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE,...

Account, Contact

Marketing automation tools are a great way to reach prospects and customers at just the right moment, but only if you use them correctly. There's so much data in your CRM, but sometimes it can be...

Account, Contact, Campaign, Lead, Opportunity, Marketing, Customer Support