Collabspot Sidebar

Collabspot for Salesforce Home View
Collabspot allows you to manage Salesforce with Collabspot's Home view. A. Salesforce  - Shows a list of modules that you have acces...
Wed, 10 Oct, 2018 at 10:24 AM
Contacts and Leads
How to View a Contact or Lead 1. Collabspot sidebar will display a Contact/Lead information when you open an email sent by them. You can also hover your...
Wed, 10 Oct, 2018 at 10:32 AM
Activities - How to Create Tasks, 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...
Wed, 10 Oct, 2018 at 10:47 AM
Activity History
History The Activity History section allows you to view the emails you have archived to Salesforce without clicking! Simply hover or point your mouse on...
Wed, 10 Oct, 2018 at 11:29 AM
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...
Wed, 10 Oct, 2018 at 11:34 AM
Manage Salesforce Cases from Gmail
How to Create a Case 1. Open the targeted Contact or Account in the sidebar. 2. Scroll down to Related Cases. 3. Click the Plus button then clic...
Wed, 10 Oct, 2018 at 11:38 AM
Manage 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 the Plus button then click on Add Not...
Wed, 10 Oct, 2018 at 11:40 AM