Aug 6, 2021

Feature Update

Launched Configure Data in Salesforce Widget

Context

Partner data can get loud, so we've given users control over what shows up in their Salesforce widget. Not interested in prospect data? Just exclude it!

What's New

  • Global Settings Users can choose to include or exclude all standard segments on their side or partner's sides for prospects, open opportunities, and customers.

  • Per Partner Settings In addition to the above, for even more customization users can choose to exclude single partners entirely or get specific about each segment per partner.

Context

Partner data can get loud, so we've given users control over what shows up in their Salesforce widget. Not interested in prospect data? Just exclude it!

What's New

  • Global Settings Users can choose to include or exclude all standard segments on their side or partner's sides for prospects, open opportunities, and customers.

  • Per Partner Settings In addition to the above, for even more customization users can choose to exclude single partners entirely or get specific about each segment per partner.

Context

Partner data can get loud, so we've given users control over what shows up in their Salesforce widget. Not interested in prospect data? Just exclude it!

What's New

  • Global Settings Users can choose to include or exclude all standard segments on their side or partner's sides for prospects, open opportunities, and customers.

  • Per Partner Settings In addition to the above, for even more customization users can choose to exclude single partners entirely or get specific about each segment per partner.

Context

Partner data can get loud, so we've given users control over what shows up in their Salesforce widget. Not interested in prospect data? Just exclude it!

What's New

  • Global Settings Users can choose to include or exclude all standard segments on their side or partner's sides for prospects, open opportunities, and customers.

  • Per Partner Settings In addition to the above, for even more customization users can choose to exclude single partners entirely or get specific about each segment per partner.

Built in Framer

Colors by Tailwind

Icons by Phosphor

Type set in Nuckle

Built in Framer

Colors by Tailwind

Icons by Phosphor

Type set in Nuckle

Built in Framer

Colors by Tailwind

Icons by Phosphor

Type set in Nuckle