Using Salesforce With Companies

A XenDirect Company is comparable to a Salesforce account.

How To Tag an Existing XenDirect Company With an Existing Salesforce Account

How To Send an Existing XenDirect Company Into a New Salesforce Account

Go to Main Menu »» Companies »» Company Info.
Search and view the desired Company record.
Go to the Salesforce tab.
Click the Salesforce Send button in the upper right corner of the Salesforce tab.
If there appears to be one or more records in Salesforce that matches the Company, a list of the possible matches will display. Select from the list or select to add as a new record.
If there is no match in Salesforce, the Company will be added.

How To Import an Existing Salesforce Account Into a New XenDirect Company

Go to Main Menu »» Companies »» Company Info.
Click the SF Import button in the blue toolbar.
Enter the search parameters for Company Name. The search field uses an "anywhere" string search. If "West" was used as a name search, the results would include "Western Fields", "Southwest Auto Parts", and "Bank of the Old West".
Click the Search button.
Select one choice from the search results to import or Close to cancel.

How To Navigate To a Salesforce Account From a New XenDirect Company

Go to Main Menu »» Companies »» Company Info.
Search and view the desired Company record.
Go to the Salesforce tab.
Click the Salesforce View button in the upper right corner of the Salesforce tab.
You will be redirected to Salesforce in a new window.