Connector
Close
by Guidance Studio
Search and read leads, contacts, opportunities, activities, tasks, notes, pipelines, smart views and templates, and, with the access the person grants, create leads, contacts, opportunities, tasks, notes, comments, pipelines, smart views, templates and drafts.
From the vendor
About this package
Close
The assistant works in the connected Close organization: "find the leads added this week", "open this opportunity", "create a task for this contact". It searches and reads leads, contacts, opportunities, activities, tasks, notes, pipelines, smart views and templates and, with the access the person grants, creates leads, contacts, opportunities, tasks, notes, comments, pipelines, smart views, templates and drafts.
What it can do
- Search and read leads, contacts, opportunities, activities, tasks, notes, pipelines, smart views and templates.
- With the access the person grants, create leads, contacts, opportunities, tasks, notes, comments, pipelines, smart views, templates and drafts.