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1 lug 2015, 05:42

Outlook Side Panel - Add a Lead

Do I have the ability to add a plus sign/button on the Outlook Side Panel to enable to add a new Leads?

3 risposte

Pritam Shekhawat (PwC South East Asia Consulting)
1 lug 2015, 07:05
Hi Dave ,

Yes you can add a new lead by outlook side panel . Take a look here Set Up Users to Create Records Directly from the Salesforce Side Panel (https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US)

Thanks,

Pritam Shekhawat

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