A commonly used CRM for B2B and B2C management.
Applies To: Enterprise Plus Basic Conference Overview The Salesforce integration with XenDirect allows a user to view, send and pull Salesforce leads, contacts, and accounts to/from Salesf...
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. Go to ...
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 ...
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 and edit th...