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Salesforce

A commonly used CRM for B2B and B2C management.

  • Salesforce Overview

    Applies To:    Enterprise    Plus    Basic    Conference ------------------------- Overview The Salesforce integration with XenDirect allows a user to view, send and pull Salesforce leads, contacts...

  • Set Up Salesforce Login

    Once Xenegrade has activated your Salesforce feature, follow these steps to activate the Salesforce features for a user.  Steps To Do In Salesforce * Log into Salesforce as an administrator user. ...

  • Using Salesforce With Clients

    A XenDirect Client can be either a Salesforce Lead or a Salesforce Contact, but cannot be both.  Following are the steps to view, send, and pull client data to/from Salesforce. How To Tag an Existing...

  • 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 * Go to Main Menu »» Companies »» Company Info. * Search a...