Accessing Salesforce Records
Once you have prospected someone, you can access the Salesforce record directly from within Prospect.
1. Click the Create button to save your prospect.
2. A blue checkmark will appear next to your prospect’s photo.
Your prospect should now be open in Salesforce so you can verify and update the record!
PRO TIP
If the prospect already exists in Salesforce, the checkmark will appear automatically. Click that to navigate directly to your existing record.