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CV Easy Lead & Contact Data Management

Manage Multiple Phones-Emails on Lead and Contact

Overview

This product will give the ability to manage multiple Phone Numbers, Emails, and other details for lead and contact. You can specify the type of each Phone and Email, and also select the relevant ones as Primary.

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  • This product will help sales reps to organize personal information like phone and email to the related lead and contact.

  • Client can easily mark the primary phone or email using this application. Primary Phone or Email record will capture automatically on its parent Lead /Contact record, which enables sales reps to reach their leads or contacts to the relevant Phone/Email

  • Captured Phones and Emails Record will be transferred automatically on Lead conversion.

With CV Easy Lead & Contact Data Management application sales reps, support agents and any salesforce user can easily organize personal information like phone and email to the related lead and contact. Clients can easily mark the primary phone, email of their customers, or prospects using this application which enables them to reach their leads and contacts to the relevant phone/email. Highlights: > Salesforce Native App. > Easy to Configure and Easy to Use. > Retains Phone/Email data with Lead Conversion as well. > Compatible with all the salesforce clouds, Lighting, and Classic Interface.

Categories

Business Needs
Sales
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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