Allow users to interact with Salesforce for multiple purposes from within their digital workplace.
Igloo offers the ability to integrate with Salesforce in a variety of ways to suit each individual user’s needs. All integration widgets are included with the Salesforce integration, and include:
- Activities: Manage activities associated with an opportunity or lead.
- Chatter: View, create, and interact with Chatter conversations.
- Forecast Category Chart: View a graphical representation of forecast targets versus actuals.
- Lead Conversion Chart: View a graphical representation of your lead generation status versus targets by stage and quarter.
- Leaderboard: Identify and recognize the top sales earners in your organization.
- Notes & Attachments: View and display Notes & Attachments for an opportunity.
- Opportunity Search: View, manage, and look up information about an opportunity.
- Pipeline Overview: Display a dashboard of your most critical pipeline indicators.
- Top Opportunities: View and manage the largest opportunities by dollar amount in your pipeline.
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