Salesforce Tricks πŸ’‘

SalesWings tips and tricks in combination with our Salesforce integration.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over a week ago

Salesforce Report Subscriptions

A great trick that requires less than 10 minutes to set up!

Here is an effortless way to empower your sales team to have a consistent focus on interesting leads, contacts, and accounts!

  • Send a daily email report with recently active leads

  • Send a daily email report with recently active contacts with active opportunities

  • Send an email report with leads & contacts who are interested in an on-going marketing campaign

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