Outbound & Inbound Leads
Account Based Selling
Trip & Meeting Planning
Account Based Marketing
In Left Panel, see history of all communications with leads and accounts. This feature is activated when the Account Activity History object is configured in the Left Panel.
Simply type in any address, city, ZIP or landmark. Instantly navigate to that location.
Customize your boundary search. Draw a circle, square or any freehand shape. Within that shape you can run searches, add to campaigns, create and export data lists. Perform actions en masse with one click, like change lead owner.
Within a radius set by your Salesforce admin, you can see all chosen objects within that radius. For example, see all accounts and leads within a 100 mile radius, or within a 20 mile radius, or any other radius size that you set. The radius size depends on your business and your needs – are you a single-location local business? Or do you sell nationally and you are seeking nearby accounts not too far from leads, to use as references?