Sponsor Tracking - Ability to change title in SFDC when first tracking contact
None
I've talked to a number of customers about the following...
- When you first click to track a contact, you see that person's contact card & their existing title on LinkedIn. It would be great if you had the option at that time, to immediately update your SFDC Title in the contact record to match the LinkedIn title. Current behavior is to select the contact you find, but it leaves the system contact title as is. When Sponsor Tracking runs, it then later picks up the difference in the two titles, and triggers a sponsor change. Would be easier if that cleanup piece was all handled up front. Thanks!
- When you first click to track a contact, you see that person's contact card & their existing title on LinkedIn. It would be great if you had the option at that time, to immediately update your SFDC Title in the contact record to match the LinkedIn title. Current behavior is to select the contact you find, but it leaves the system contact title as is. When Sponsor Tracking runs, it then later picks up the difference in the two titles, and triggers a sponsor change. Would be easier if that cleanup piece was all handled up front. Thanks!
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Thanks for wonderful idea, I think this will definitely reduce false positives. I have added this to Sponsor Tracking functionality enhancement.
It's a similar request but also would love it to match what's on LinkedIn without having to fire a CTA so there's alignment.