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Customer Education

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Latest activity by Customer Education
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    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 ...

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    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...

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    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...

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    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...

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    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...

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    Customer Education created an article,

    Routing - Route to Enterprise Territory Management (ETM) Model

    Contents: Overview Use Cases Customization Matched Record Territory Type Assignee Role Routing Schedule Update Field Set Variable to Routed Territory Advanced Settings Summary Overview The Rout...

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    Customer Education created an article,

    LeanData BookIt for Forms Custom Code Snippet Options

    This article contains a list of optional parameters/functions that can be passed into the options parameter of the initialize() function of your code snippet to enable a customized setup of the Boo...

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    Customer Education created an article,

    LeanData BookIt for Forms Custom Code Snippet Events

    The purpose of this article is to outline the events that will be fired on your webpage during the LeanData BookIt calendaring experience. Please do not hesitate to reach out to LeanData support fo...

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    Customer Education created an article,

    LeanData NotifyPlus Slack Integration

    Contents: Overview Setting up the LeanData-Slack Integration Authorizing Slack in LeanData  Adding LeanData to a Slack Channel Utilizing NotifyPlus Notifications in FlowBuilder Recipients Message ...

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    Customer Education created an article,

    Routing - LeanData - Cloudingo Integration Setup

    Contents: Overview Setting up the LeanData-Cloudingo Integration Prerequisites Steps to Implement Creating a Remote Site in Salesforce Setting up a Webservice in Cloudingo Authorizing Cloudingo in...