Installing Briefcase (Hot Prospects Dashboard)


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

Note: Briefcase is no longer in development. As such, it is no longer supported and may not be compatible with newer versions of


  1. Install the package by visiting this URL:
  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.