Sending a Folloze board to a lead in Salesforce

The Folloze plugin for Salesforce lets you quickly share Folloze boards and content plays with your Salesforce leads or contacts. Just install the plugin first, and you’re ready to go.

Note: Make sure your selected board is tagged #leadboard in the board settings. 

1. Open your Salesforce home page. Click the Leads tab.

2. Select the lead you want to contact.

3. To the right of the lead’s name, click  Send Content (note the Folloze logo on the button).

4. Choose Send a Board from the drop-down menu.

5. Select the board you want to share. Click Next.

6. Preview/customize the email invitation the board will be sent in.

7. When you’re done preparing your email invitation, click Send. Your board is now on its way.

Note: Whenever you share Folloze content with a Salesforce lead/contact, Salesforce creates a task recording the action under Activity History.