Salesforce Configuration
- Updating Task Type via Workflow Rules
- Setting Up New Inbound Lead Notifications
- Creating Lists & Playbooks from Salesforce Reports
- Setting Up Round Robin Lead Assignment
- International Dialing
- Dials vs. Outbound Calls
- Adding Custom Fields, Mapping Fields To FrontSpin
- Connecting FrontSpin to Salesforce
- FrontSpin Reporting
- Creating Custom Activity Reports in Salesforce
- Using Salesforce Record Types (for Outsourcers)
- Mass Updating Leads
- What is a Connect?
- Lead Conversion
- Mass Updating Record Types
- Logging Email Tracking Data (Opens/Clicks) to Salesforce