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Work Trail - The Path to a More Collaborative Salesforce®
Keep your team on the right path, remove roadblocks & boost collaboration!
$15 USD/user/month
- Industries
- Horizontal ProductConsumer GoodsFinancial Services
- Business Need
- ProductivityCustomer ServiceCollaboration
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Work Trail provides a seamless interface for users to improve collaboration. Create notes with different types, statuses, and background colors. Easily view notes for related records. Customize which tasks to display for different types of records.