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Adding texts to Salesforce

  • 1.  Adding texts to Salesforce

    Posted 11 days ago
    I have a MGO that likes to text with her portfolio.  We need to get those conversations into Salesforce.  Besides having to manually enter these conversations one by one, does anyone have any suggestions on how to bulk get these conversations into the CRM?

    Thank you!

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    Lisa Kirschner
    Director of Data, Analytics, and Operations
    Lupus Foundation of America
    kirschner@lupus.org
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  • 2.  RE: Adding texts to Salesforce

    Posted 11 days ago

    There are a number of paid apps in the Salesforce AppExchange that allow you to do this.

     

    Brian