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Table of Contents
Introduction
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For Requirements and Activation, check x-bees Admin Guide. |
From x-bees, it is possible to create new SF leads and manually log activities to SF:
- The user who performs an action on a Salesforce record from x-bees is assigned as the author of this activity in Salesforce
- If the user who performs an action is not present in Salesforce, then the activity is automatically assigned to the account's Admin
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For managing calls and contacts directly from Salesforce account, refer to a separate integration: Salesforce Lightning Integration User Guide (compatible only with Lightning). |
Salesforce leads management
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To look up the activities, click on the match and proceed to Upcoming and Overdue and Activity History on the Info panel:
When you click on Upcoming and Overdue or Activity History, the relevant screen opens on the Info frame displaying the necessary details:
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If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
Logging activities
To manually log activities, open a Salesforce lead on x-bees. You have two options:
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