Lookup Helper Use Case Library

Problem:

When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...

Lookup Helper

Problem:

Detailed reports for time logged in the Time Entry grid on objects (standard and custom) other than Project Task.

Lookup Helper, Milestones PM+, Time Tracking

Problem:

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.

Account, Lead, ABM, Lookup Helper

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...

Account, Lead, Industry, Lookup Helper