Tips & Tricks

Mass changes

• Mass edit
• Mass edit of owner
• Mass Import of Accounts
• Mass Import of Leads

Tips

• Activity Reminder
• Use Tags
• Try Discussion Tab
• Onboard tutorial

Integrations and Connections

• Synchronization with Google Calendar
• Synchronization with Google Contacts
• CRM calendar and Outlook 2007 and newest (one-way synchronization)
• CRM calendar and iPhone (one way synchronization)
• CRM Calendar and iCal (one way synchronization)