Recent Updates
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Updated on: Jul 14, 2023
Create a Pardot Landing Page
Manual Pardot -
Updated on: Jul 14, 2023
Creating a Pardot Form
Manual Pardot -
Updated on: Jul 14, 2023
Creating a Pardot Campaign
Manual Pardot -
Updated on: Jun 08, 2023
Systems Training Sessions - Diving Deeper
Manual Help & Training -
Updated on: Jun 07, 2023
Send an Individual Email
This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.
Manual Sending Emails -
Updated on: May 02, 2023
Tracking Activities
Manual Relationship Management -
Updated on: May 02, 2023
Salesforce Outlook Integration
Manual Relationship Management -
Updated on: Feb 10, 2023
Add a Contact photo
Contact records will often display a headshot. This image field, "Photo," displays the image referenced in the "Profile Picture URL" field above it.
Manual Learn about Standard Objects -
Updated on: Feb 03, 2023
Venture Contacts
Create a Venture Contact record to link Contacts with Venture records. This allows us to keep contacts and ventures synced with each other while providing the flexibility to note a Contact's Primary Venture, a Venture's Lead Contact, and any additional contacts and their roles.
Manual Managing Ventures -
Updated on: Feb 03, 2023
Updating Venture descriptions (Venture Post)
Create a Venture Post record to update the description fields on the Venture record itself. This allows us to track changes to the Venture description over time.
Manual Managing Ventures