*Salesforce web interface does not show new Leads or Contacts by default.
Leads
In Salesforce, click the Leads tab. Look for the drop down right above”Recent Leads.” Make sure it is set to “Today’s Leads” (or “Unread Leads” in some accounts) and then click “Go.” The application should show you all of the day’s leads including ones exported from our application.
Contacts
In Salesforce, click the Contacts tab. By default this will show recently view contacts. On that screen, notice the toggle on the right side, see “Recently Viewed” and instead select “Recently Created.”
Comments
0 comments
Please sign in to leave a comment.