September 2014
Intermediate to advanced
454 pages
9h 7m
English
What do we do to obtain our client's latest contact information? We simply ask them to send us the latest details after a certain period; usually, we e-mail them to get this information. It's a tedious task to write an individual e-mail to every client/contact. Salesforce provides a better way to ask your clients to stay in touch with you. You can simply use a single e-mail format, and with a click of a button, you can directly send an e-mail to your contact and get the latest information. This functionality of Salesforce is known as Stay-in-Touch.
To make use of this functionality, follow these steps:
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