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Assign a Contact to an Opportunity and a Role (Without Advanced Enterprise Features)

Duration: 02:47Views: 1.4KLikes: 10Date 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. If your Enterprise Lucidchart admin has set up the Salesforce Integration, see the following resources to use Advanced Features! Video Playlist: youtube.com/playlist?list=PLUoebdZqEHTyHpoAVuDmPjjc87iF_Fasc Help Center Article: lucidchart.zendesk.com/hc/en-us/articles/360049228532-The-Lucidchart-Salesforce-Integration-With-Advanced-Enterprise-Features- If you are an Admin of a Lucidchart Enterprise account, see the following resources to install the Salesforce Integration. Video Playlist: youtube.com/playlist?list=PLUoebdZqEHTxJk5ik44_LRXicpsbFq0fH Help Center Article: lucidchart.zendesk.com/hc/en-us/articles/360044376311-Customizing-The-Lucidchart-Salesforce-Integration-for-Enterprise-Admins-Help-Center-Article —— 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/lucidsoftware

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