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Customize view of Act-On activity from Salesforce

0 Votes
Chris Bjorklund
My sales team prefers to see the 'timeline' tab when they click to view a contact or lead's Act-On activity from Salesforce Lightning. It takes them several clicks to get there because they first have to click one of the availabe tabs (mailings, webinars, pages, etc.) and then select Timeline. Currently if you click on Mailings in the Activity window in SF, you get the mailings tab and so on. So if the Timeline tab was an option, those who wanted the timeline could click to view it without additional clicks.

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Chris Bjorklund
EMarketing Coordinator, Don Johnston Incorporated
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