By Lead Liaison
Free Requires subscription to Lead Liaison Lead Management Automation (LMA).
Latest Release
5/21/2014
CATEGORIES
Sales IntelligenceLead Liaison's Briefcase helps sales people identify who's hot and who's not. Instead of sifting through a "flat database" of lead and contact records Briefcase prioritizes leads into a hot lead dashboard. From the dashboard leads can be nurtured/watched.
We show Salesforce accounts that are linked to a Trailblazer account and have the Manage Billing permission. If an account is missing, check that it's connected to to your Trailblazer account profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.