Info
Contact Lead Liaison's support department for any special instructions when upgrading your version of the Plugin.

Version Upgrades

Version 2.4

Version 2.4 adds the following enhancements:

Navigate to the AppExchange and search for "lead liaison". Install Lead Management Automation v2.4.

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Enter the password for the package. Contact your Lead Liaison Representative for the password if you do not already have it.
Follow the prompts to complete the upgrade. The upgrade will occur in place and will not affect the existing integration.

Version 2.3 adds the following enhancements:

Support for Salesforce.com Person Accounts.
Load Lead Liaison Activities (and other references) by email address if the email address exists in Lead Liaison but has not been synced to Salesforce.com yet.
Bug fixes.

Navigate to the AppExchange and search for "lead liaison". Install Lead Management Automation v2.3.

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Enter the password for the package. Contact your Revenue Performance Specialist for the password if you do not already have it.
Follow the prompts to complete the upgrade. The upgrade will occur in place and will not affect the existing integration.

Version 2.2 adds the following enhancements:

All Prospect tabs including the Automation, Audit, Campaign and Program tabs have been added into Salesforce.com.
A new Profile ID field has been added to the layout. The Profile ID field makes it easy to bring up the Prospect record in Lead Liaison. When clicked, and if logged into Lead Liaison, the Prospect Profile page will come up.
Security enhancements.

Install the plugin from the AppExchange. Proceed to the AppExchange and search for "Lead Liaison". Click the "Get It Now" button and install the package.
You'll need a password to unlock the package. Contact your Revenue Performance Specialist for the password if you do not already have it.

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