How do I add a contact to a playbook from Salesforce?
Posted by The Team at Mindmatrix on 25 February 2022 03:14 AM | |
Click on the Contact or Leads tab and select your contact or lead record you would like to add to your Playbook. For this tutorial we will choose leads.
From there, click on the lead that you wish to add to a playbook.
On the contact or lead’s info page, scroll down to the Internal Playbook section and click on the playbook that you wish to add the contact to. The contact will now appear in your playbook and you can track the contact’s progress in the ”contact feed”. | |
Related Articles
How to add custom fields to Salesforce to map to Mindmatrix custom or contact fields?
Posted by The Team at Mindmatrix on 06 August 2015 05:19 AM Log into your SF admin account and on the right-hand side, click on the “Setup” Now on the far-left side of the page, click on “Build” and then “Customize”. In the menu that opens, select ...How to get started with CRM TODO / activity in Salesforce
Reference this article to get started with ToDo notifications from Mindmatrix. https://helpdesk.mindmatrix.net/portal/kb/articles/create-smartlist-todo-notificationsl This article will display how todo activities are generated for Salesforce. ToDo ...How do I integrate my Salesforce PRM account with Mindmatrix and activate the SSO connection?
Before you integrate your Salesforce PRM account with Mindmatrix, you will need the Mindmatrix app package installed within Salesforce. User requirements: You must be an Admin in Salesforce PRM with an access to integrate with third party ...How do I select widgets to add in Salesforce PRM?
You can select multiple widgets from Mindmatrix to include within your Salesforce PRM portal page. This article details the widgets supported by Mindmatrix. If there is a widget you would like to select that is not listed as available, please email ...How do I use a Playbook?
Overview: This article describes how to use the playbook feature. Select the ‘Playbook’ tab. New Feature: List View on the Media Side of Playbooks The ‘List View’ option has now been implemented on the media side of the playbook. Earlier, this ...