Available
Salesforce
Accounts, contacts, opportunities and cases.
Salesforce is the customer record. The workspace indexes core CRM objects for the emails you declare. Salesforce sharing rules are not copied in this version.
It understands
- Accounts, contacts, opportunities and cases
- Names, stages and descriptions
It can
- Connect with an access token and instance URL
- Search CRM next to mail
A client question can pull the deal stage and the last email in one place, for people on the list.