Are you tired of constantly switching between Dealfront and your CRM system to create tasks and opportunities? If so, this article is exactly what you need!
Please note: Customers need to have a at least Sales Intelligence (SI) Solution subscription or Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription.
How to access this feature?
We've made things easier for you! You can now use this feature directly within Target, List, Company Profile or the Browser Extension.
For example, in the Company Profile, you'll find the option to quickly view or create a CRM task or opportunity just below the company name and description:
If you want to do it from our Browser extension, it's also very easy. You'll find the option under the CRM section > next to either Tasks or Opportunities you can click on Open:
How to Access the Feature?
To try it out, access your account integrated with either Salesforce, Hubspot, Pipedrive, Microsoft Dynamics or Zoho.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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