Are you tired of constantly switching between Leadfeeder and your CRM system to create tasks and opportunities? If so, this article is exactly what you need!
Please note: Customers need to have a at least a Target subscription or Platform subscription (Target + Web Visitors).
How to access this feature?
We've made things easier for you! You can now use this feature directly within Target, List, Company Profile or the Browser Extension.
For example, in the Company Profile, you'll find the option to quickly view or create a CRM task or opportunity just below the company name and description:
If you want to do it from our Browser extension, it's also very easy. You'll find the option under the CRM section > next to either Tasks or Opportunities you can click on Open:
Dealfront is now Leadfeeder. We are continuously updating the visual assets, and will shortly update the product visuals of the article too. In case you have any questions, reach out to support@leadfeeder.com
How to Access the Feature?
To try it out, access your account integrated with either Salesforce, Hubspot, Pipedrive, Microsoft Dynamics or Zoho.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.
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