LinkPoint360 Customer Success is dedicated to making sure customers maximize the value of their subscription. Our Quick Tips point out unique ways that users leverage our flexible integration options.
Tip: Using Bcc Sender
Users can send a single copy of an email to a distribution list or group of addresses and record separate copies of the email back to Salesforce where there are matching email addresses.
Desktop Plus Edition
Tip: Sync to Salesforce Fields
Answers to Meeting Recap questions can be mapped directly to fields in Salesforce for Opportunities, Accounts, and even custom objects.
Tip: All or Nothing Sync?
Email sync doesn’t have to mean all or nothing sync. You can choose to sync all emails automatically, or choose a Designate mode where adding a Category or Smart Address tells Cloud Edition to one-off sync emails.
Check out all of our available resources to help you jumpstart your customer success journey with LinkPoint360.
Be sure to visit our searchable Knowledge Base which includes step-by-step instructions, FAQs, and tips and tricks. We also have an extensive video library on our YouTube channel.
Clients old and new are all welcome to join one of our LinkPointers Webinars. Topics include comprehensive overviews of LinkPoint Connect features as well as new release previews.
The LinkPoint360 Support Team is available to assist with any technical questions you may have during standard business hours via email, live chat, or phone.