Відео

Clientell Workflows is a powerful tool to instill business logic into an automation that generates alerts.

Watch how Dataloader AI uses AI prompts to delete Salesforce records.

Understand how to delete records from Salesforce with Dataloader AI.

Learn to update or insert Salesforce records with a CSV in Dataloader AI.

Discover how to update existing records in Salesforce with Dataloader AI.

See how to update Salesforce records using AI prompts in Dataloader AI.

Learn how to insert new records into Salesforce using Dataloader AI.

This Agent allows users to interact with their Salesforce data and query data, understand their data and leverage it to take data-backed actions with low Turn-Around-Time

Clientell's Dataloader AI that allows you to interact with your Salesforce data lightning fast.

Co-Pilot for Revenue Operations

Get quick help on how to do full Clientell onboarding on your G-Suite.

Create a new Task in Salesforce right from your browser.

Create a new Note and sync it with Salesforce right from your browser.

Create a new Opportunity in Salesforce right from your browser

TrackTable Settings

Add Shortcuts to your Browser home page.

Create a new Event

Create a new Lead

Create a new Contact

Create a new Account

Search and create functionalities of the Search bar.

Link Notes to Salesforce objects

Save and create tiles in pipeline view

Customize pipeline table view with filters

Customize pipeline table with specific fields

View and edit Salesforce fields

Create and save task views in tiles.

Linking tasks to salesforce

Managing tasks