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Assign Contact to an Opportunity and a Role in your Account Map

Duration: 02:47Views: 6.6KLikes: 52Date Created: Oct, 2020

Channel: Lucidchart

Category: Science & Technology

Tags: diagram softwarevisio alternativechart creatorlucidchartconcept mapprototype tooldiagramsonline flowchart softwarewireframe softwareonline diagrammingorg chartflowchart softwarevisio for macumlerdmockupsmind mapflowchartprocess mapsnetwork diagramdata flow

Description: Once you’ve created a Salesforce-linked Lucidchart document, watch this video to learn how to assign Salesforce contacts to specific opportunities directly within your Lucidchart account map when you have the Salesforce Integration setup within your Lucidchart Enterprise account. See the following Youtube playlist or Help Center article to install the Salesforce Integration if you are an Admin of a Lucidchart Enterprise account. youtube.com/playlist?list=PLUoebdZqEHTxJk5ik44_LRXicpsbFq0fH lucidco.zendesk.com/hc/en-us/articles/360049442712 ___ lucidchart.com —— Learn more and sign up: lucidchart.com Follow us: Facebook: facebook.com/lucidchart Twitter: twitter.com/lucidchart Instagram: instagram.com/lucidchart LinkedIn: linkedin.com/company/luci...

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