Collabspot Sidebar

The Home View
Collabspot allows you to manage Salesforce with Collabspot's Home view. A. Salesforce  - Shows a list of modules that you have access t...
Tue, 31 Jul, 2018 at 8:25 AM
Contacts and Leads
How to View a Contact or Lead 1. Open an email sent by a Contact/Lead or Hover your mouse over an email address within the email thread. 2. ...
Tue, 31 Jul, 2018 at 8:28 AM
Activities - How to Create Tasks and Meetings or Log a Call
The Open Activities Section The activities section is where you manage Calls, Events and Tasks. How to Create Task and Event 1. Open the Cont...
Tue, 31 Jul, 2018 at 8:58 AM
History
History The History section allows you to view the emails you have archived to Salesforce without clicking! Simply hover or point your mouse on the emai...
Tue, 31 Jul, 2018 at 8:55 AM
Opportunities - How to Manage Salesforce Opportunities from Gmail
How to Create an Opportunity 1. Open targeted Contact or Account in the sidebar. 2. Scroll down to Opportunities. 3. Click on the Plus button th...
Tue, 31 Jul, 2018 at 9:03 AM
Cases - How to Manage your Salesforce Cases from Gmail
How to Create a Case 1. Open targeted Contact or Account in the sidebar. 2. On the sidebar, scroll down to Related Cases. 3. Click on the Plus b...
Tue, 31 Jul, 2018 at 8:59 AM
Notes - How to Manage your Salesforce Notes from Gmail
How to Create a Note 1. Open targeted Contact or Account in the sidebar. 2. Scroll down to Notes. 3. Click on the Plus button then click on Add ...
Tue, 31 Jul, 2018 at 9:01 AM