Demos

Videos

Overview (3 min 30 sec)

Data export (2 min)

Mass-change record ownership (2 min 30 sec)

Exception filtering - leads (3 min 20 sec)

Exception reports
(4 min 30 sec)

Finding neglected contacts
(3 min 50 sec)

Data import/upload
(4 min 30 sec)

Import into multiple objects
(6 min 15 sec)

Mass add to Campaign
(2 min 45 sec)

Editing the console view's layout
(5 min 50 sec)

Data cleansing during import
(4 min 40 sec)

Screen shots

• List, detail and child tabs
• Search with multiple terms
• Adding a new record
• Opportunity calendar view by Close Date
• Campaign calendar view by Start Date
• Tabular (grid) view with in-place edit
• Exporting selected records and fields
• Importing new data, with in-place error correction
• Update selected fields of all filtered records