Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...
GET DEMO
+1 (224) 655-6779
Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...
When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.
For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...
Why spend tens of thousands of dollars on a Salesforce marketing automation tool when Lookup Helper, in addition to a few other applications (like Rollup Helper and MailChimp), can do the same thing...
Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page? Think about that for one more minute...if you are using Salesforce to sell...
| Lookup Helper Use Case Library |