LinkPoint for salesforce.com
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- Cathleen Horton
- 7 years ago
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1 LinkPoint for salesforce.com Tutorial Novell GroupWise Edition Novell GroupWise
2 Tutorial Overview 1. How to access LinkPoint from Novell GroupWise. 2. How to record an outbound from Novell GroupWise to salesforce.com. 3. How to record an inbound from Novell GroupWise to salesforce.com.
3 Step 1 How to access LinkPoint from Novell GroupWise.
4 LinkPoint Menu s LinkPoint Menu s There There are are 2 LinkPoint menu s menu s or or toolbar toolbar buttons buttons available from from within within Novell Novell GroupWise.
5 CRM Address CRM Address CRM CRM Address This This allows allows you you to to lookup lookup your your Contacts and and Leads Leads directly directly from from salesforce.com and and use use them them as as recipients in in your your . .
6 CRM Send CRM Send CRM CRM Send Send This This will will send send your your via via Novell Novell GroupWise and and record record it it to to salesforce.com.
7 Record to CRM Record to CRM Record to to CRM CRM This This will will record record an an inbound or or previously sent sent to to salesforce.com
8 Step 2 How to record an Outbound from Novell GroupWise to salesforce.com.
9 Start a new memo Start a new memo Start Start a New New Memo Memo
10 Address Recipients Address Recipients You You can can address the the by by typing typing an an address, selecting a recipient from from your your Novell Novell GroupWise address book, book, or or by by using using the the LinkPoint salesforce.com Address book. book.
11 Search using LinkPoint Address Search using LinkPoint Address Enter Enter any any part part of of a Contact last last name name or or address and and click click Search. LinkPoint will will return return all all Contacts and and Leads Leads containing the the search search criteria. criteria.
12 Select Contacts or Leads Select Contacts or Leads You You can can select select the the Contact or or Lead Lead and and click click the the To, To, CC, CC, or or BCC BCC to to move move the the Contact or or Lead Lead to to the the recipient list. list.
13 Recipients placed in Recipients placed in The The recipients are are placed placed in in the the appropriate fields fields and and you you can can continue typing typing your your . .
14 Send and record Send and record To To send send the the and and record record it it to to salesforce.com, select select LinkPoint, then then click click the the CRM CRM Send Send menu menu or or toolbar toolbar option. option.
15 Associate to records in salesforce.com Associate to records in salesforce.com The The LinkPoint window is is used used to to identify identify how how to to record record the the to to salesforce.com. LinkPoint uses uses the the recipient s address to to look look up up the the Contact to to associate the the to. to. For For each each recipient in in the the , , you you can can choose choose Record to to this this item, item, Do Do not not record record or or record record to to an an associated opportunity or or case. case. You You can can also also choose choose to to store store the the attachments in in salesforce.com or or even even record record to to additional Contacts, Leads, Leads, Accounts, Opportunities or or Cases. Cases. Click Click Record Now Now to to send send the the via via GroupWise and and record record the the to to salesforce.com or or Cancel to to return return to to GroupWise.
16 How are s recorded into salesforce.com How are s recorded into salesforce.com The The has has been been recorded in in the the salesforce.com History History section.
17 View in salesforce.com View in salesforce.com If If you you Click Click on on the the , , salesforce.com will will display display the the details details of of the the message and and a listing listing of of all all attachments that that were were included on on the the . .
18 Step 3 How to record an Inbound from Novell GroupWise to salesforce.com.
19 Select to record to salesforce.com Select to record to salesforce.com Select Select the the in in Novell Novell GroupWise that that you you would would like like to to record record to to salesforce.com.
20 Open the in Novell GroupWise Open the in Novell GroupWise Open Open the the in in Novell Novell GroupWise.
21 Select Record To CRM Select Record To CRM To To record record this this to to salesforce.com, click click LinkPoint, and and Record to to CRM CRM or or the the Record to to CRM CRM toolbar toolbar button. button.
22 Associate to records in salesforce.com Associate to records in salesforce.com The The LinkPoint window is is used used to to identify identify how how to to record record the the to to salesforce.com. LinkPoint uses uses the the From From address to to look look up up the the Contact to to associate the the to. to. If If it it is is not not found, found, it it will will be be listed listed in in the the Addresses not not found found in in salesforce.com section. You You can can then then either either add add that that Contact to to salesforce.com and and record record the the back back to to that that Contact or or search search for for another Account, Contact, Opportunity or or Case Case to to record record it it to. to. Click Click Record Now Now to to record record the the to to salesforce.com or or Cancel to to return return to to Novell Novell GroupWise.
23 View in salesforce.com View in salesforce.com The The has has been been recorded in in the the saelsforce.com History History section.
24 Contact Information The LinkPoint tutorial is now complete. Please contact us for additional Sales or Support questions. Sales: Support: Web:
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