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Quick Account Access and Status Updates

April 20, 2017

Introducing Quick Account Access and Status Updates

We want to help you stay connected—to all of your synced accounts that is. Now you can.

Salesforce and SalesLoft Account Access

When you integrate your Leadtime account with Salesforce or SalesLoft, you will now see icons appear next to account info in your lists.

Click on these icons and you jump straight to the account in Salesforce or Salesloft to gen a more in-depth look. Hover over the account for a quick view of that account’s details also.

Salesforce Opportunity Present Icon

If a Salesforce Opportunity status in present in your account details, now a dollar icon will appear next to the account name:

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