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Installing Briefcase (Hot Prospects Dashboard)

Installing Briefcase (Hot Prospects Dashboard)

Owned by Ryan Schefke
Last updated: Jul 26, 2023 by Patrick Burns

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. 

  

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