Automatically Group your Contacts with Contact Kanban


Once you’ve created a Salesforce-linked Lucidchart document, watch this video to learn how Contact Kanban leverages Salesforce data to automatically visualize all of the key contacts in an account according to your grouping preference. Kanban view helps you to determine where you have momentum within a company and where gaps exist when you have the Salesforce Integration setup within your Lucidchart Enterprise account.

To install the Salesforce Integration (if you are an Admin of a Lucidchart Enterprise account):
See this video playlist: https://www.youtube.com/playlist?list=PLUoebdZqEHTxJk5ik44_LRXicpsbFq0fH

Help center article: https://lucidchart.zendesk.com/hc/en-us/articles/360044376311-Customizing-The-Lucidchart-Salesforce-Integration-for-Enterprise-Admins-Help-Center-Article


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http://www.lucidchart.com

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