Getting Started
Navigate to Dashboards Click on “All Folders” Click on the arrow on the right of each folder, and navigate to “Share” Search fo...
Tue, 26 Oct, 2021 at 9:18 AM
Create customized list views to display records that meet your own criteria. You determine which records display by setting filters. All records that meet y...
Tue, 26 Oct, 2021 at 9:20 AM
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. It’s an alternative for the Outloo...
Tue, 26 Oct, 2021 at 9:21 AM
Increase your productivity and work smarter and faster without leaving your email application. With the integration to Salesforce, see relevant Venturelytic...
Tue, 26 Oct, 2021 at 9:22 AM
Each Venturelytic user has the ability to personalize its navigation bar. With these steps, you’ll learn how. Select the list of interest under Ac...
Tue, 26 Oct, 2021 at 9:23 AM