Скачать или смотреть Key Marketing Details Indicators

This video showcases key marketing information as Salesforce Indicators on a Contact record. I'll be showing you some key marketing details about a contact, including events, webinars, and touch points. I'll explain how I've joined them together to create indicators that can be shown to different people within the organization. I'll also show you how I've created a formula to display the latest active months and how I use it to keep track of important contacts. By the end of this video, you'll have a better understanding of how to use indicators to quickly identify important contacts and take action accordingly.

Click the link in the channel header to install Salesforce Indicators in your Salesforce Org.