Using Salestrail Features

How to create contacts, remove events, sync calendar events, and more

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26 articles in this collection
Written by Juha, Vy Dang, and Thuy Ho

How to edit phone number for an existing Salesforce contact / lead?

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Written by Thuy Ho
Updated this week

How to create a task for a specific Salesforce contact?

Create a task for a specific Salesforce contact
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Written by Thuy Ho
Updated yesterday

How to complete / delete / update a task?

Complete, delete and update your Salesforce tasks
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Written by Thuy Ho
Updated this week

How to assign a Salesforce task to someone else?

Assign Salesforce tasks to someone else
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Written by Thuy Ho
Updated this week

How to create a new account / contact / lead using phone book transfer?

Create new contacts from your phonebook
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Written by Thuy Ho
Updated yesterday

How to log a phone call to a new lead / contact / account?

Log a phone call to a new lead / contact / account?
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Written by Thuy Ho
Updated this week

How to reduce personal calls in Unlogged Activities?

Reduce personal calls in Unlogged Activities
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Written by Thuy Ho
Updated this week

How to change your email and calendar provider in Salestrail?

Change your email and calendar provider in Salestrail
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Written by Thuy Ho
Updated this week

How do I create a new contact / lead / account?

Easily add new leads, contacts and accounts to Salesforce
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Written by Vy Dang
Updated over a week ago

How do I create tasks in Salestrail?

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Written by Vy Dang
Updated over a week ago

How do I call a contact from Salestrail?

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Written by Vy Dang
Updated over a week ago

How do I remove calls / emails / events from unlogged activities?

Remove your activities that are unlogged
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Written by Vy Dang
Updated over a week ago

How do I remove a call/email/meeting that was logged?

Remove your activities that are logged to Salesforce
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Written by Vy Dang
Updated over a week ago

How do I use Salestrail Lead Suggestion feature?

What you can do with Salestrail Lead Suggestion: add leads, remove suggestions, etc
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Written by Vy Dang
Updated over a week ago