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Overview

Briefcase is Lead Liaison's hot lead dashboard. Briefcase is described in detail here. 

Installation

  1. Install the Salesforce.com package by visiting this URL: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LHGEA3
  2. Talk to your Revenue Performance Specialist for the password to use when installing the package. 
  3. If an "Approve Third-Party Access" popup appears (might be up to two of them) check the box and grant access. Hit Continue. 

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