Salesforce Tables in Lexio


Lexio provides the ability to see exactly which deals you closed and the opportunities you opened directly in your Bookings and Pipeline Health stories. This will eliminate the need to go back into SalesForce for this information.

When you are in either a Bookings or New Pipeline story, you will see the number of deals/opportunities as underlined text:

 

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Simply clicking on the underlined text will pop out a table containing each deal/opportunity with its details:

 

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You can then click the 'x' at the top right to return your Lexio story.


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