Inspecting deals within Salesforce reports is traditionally a time consuming process. You are constantly opening new tabs in order to access more data and make updates. With Scratchpad Command you can bring any data point to the report without having to open a new tab. You can also close the feedback loop with your reps by assigning follow up task and taking manager notes.

Below is a short video sharing how this works.

In order to leverage this feature you must first turn on the integration in Scratchpad's Settings. Please see GIF below:

If you are interested in learning more manager use cases feel free to schedule a session with one of our Workflow Specialists.

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