Customer Education
- Total activity 709
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 356
Activity overview
Latest activity by Customer Education-
Customer Education created an article,
Routing Snippets Guide
Contents: Overview How to Access the Routing Snippet Library Access from the FlowBuilder Tile Page Access from within an Individual Graph Using Routing Snippets Viewing Individual Routing Snippet ...
-
Customer Education created an article,
September 2024 - 1.622 Release Notes
Table of Contents Revenue Orchestration & BookIt Routing Preview BambooHR Integration BookIt Platform Weighted Distribution in Count-based Pools Separate Working Hours Links Admin Management Ma...
-
Customer Education created an article,
LeanData BookIt - BookIt Permissions & Access Levels
Contents: Overview Salesforce Permission Sets LeanData Access Levels BookIt Admin BookIt Manager BookIt Pool Manager BookIt Standard User BookIt Page Access Details Assigning Salesforce Permission...
-
Customer Education created an article,
LeanData Reporting Managed Package - Round Robin Pool Managers
Contents: Overview Purpose Building the Report Round Robin Objects Details Fields & Definitions Overview The LeanData Round Robin Pool functionality supports the ability to assign Pool M...
-
Customer Education created an article,
LeanData Reporting - Round Robin Pool Members
Contents: Overview Purpose Building the Report Round Robin Objects Details Fields and Definitions Overview The LeanData Round Robin Setting custom object is used to store information abou...
-
Customer Education created an article,
July 2024 - 1.618 Release Notes
BookIt Dynamic Links You can now create dynamic links with variables that allow customers to book the right meeting type with the right people. Easily build dynamic links and insert them into mass ...
-
Customer Education created an article,
BookIt Links - Dynamic Booking Links
Contents: Overview Constructing a Dynamic Booking Link Base URL Required Parameters Additional Parameters Adding Additional Hosts Creating a Salesforce Event Pre-filling Prospect Information Filli...
-
Customer Education created an article,
BookIt Links & Invite - Google Chrome Extension Guide
Contents: Overview Setting Up the BookIt Chrome Extension Using the BookIt Chrome Extension Creating a BookIt Invite from the Chrome Extension Accessing Your Booking Links from the Chrome Extensio...
-
Customer Education created an article,
Routing - Graph Organizer
You can use colors to collapse and expand sections on your graph that have the same color to reduce visual complexity and more easily understand the portion of the graph you're working on and view...
-
Customer Education created an article,
May 2024 - 1.616 Release Notes
Table of Contents New Add-On: NotifyPlus (Generally Available) BookIt BookIt Handoff: Instant Handoff BookIt Links: Salesforce Lead & Event Creation BookIt Links: Meeting Logs BookIt For Forms: Pr...