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Pre-Call & Post-Call Tile for Your Notes
Pre-Call & Post-Call Tile for Your Notes
Create a tile to quickly see and record the information you need before and after a call.
Cristina Gil de Montes avatar
Written by Cristina Gil de Montes
Updated over a week ago

Before an important call, are you finding yourself spending precious minutes searching for the information you need? Then, after your call, do you spend additional time filling out the necessary fields in Salesforce or putting that off until the end of your day?

Let's save you time with an expert-level pre-call and post-call workflow via Scratchpad tiles! You'll have all the information you need at your fingertips in one place.

Check out below πŸ‘‡


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