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LinkPoint Connect simplifies email integration. Single-click email recording captures interactions for a complete customer picture. Capture Salesforce custom fields on Appointments and tasks directly inside Outlook.
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We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.