Installing Briefcase (Hot Prospects Dashboard)

Overview

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 Salesforce.com.

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.