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