How do I see my assigned companies, leads and/or opportunities in BB on SFDC?


Your assigned companies, leads and/or opportunities will appear in the Pipeline section. In this tab, they will always be ordered by default by the most recent assignment date.

Whenever a new company and/or lead is assigned to you, the pipeline tab counter will add +1. Once you access it, you will see that new assignments will be marked with NEW. This mark will disappear when you leave the tab.


From this list, you can:

  1. Open the detail by clicking on the name or element of the list
  2. Start cadence by clicking on the calendar icon
  3. Navigate to the Salesforce record (if it exists)


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