Sales Intelligence - Browser Extension + Components

• Browser Extension: Manage and Update Existing Profiles

  Manage/Update Your Existing Profiles The PipeLaunch Browser Extension supports a wide range of use cases, with one of the most valuable being the ability to quickly determine whether the contact or lead you’re interacting with already exists in Salesforce. With PipeLaunch, you can instantly identify whether a contact or lead already exists in Salesforce and take action without leaving your current page. You can update existing records, create tasks, upload files, and make other changes, alFew readers

• Browser Extension: Managing Contacts Associated with Multiple Companies

  How to Manage Profiles Across Multiple Companies It’s common for leads or contacts to work with multiple companies, sometimes holding leadership or key decision-making roles across different organizations. When adding these individuals to Salesforce, it can be easy to accidentally create duplicate records or lose track of their different company associations. With the PipeLaunch Browser Extension, you can clearly distinguish between their roles and the companies they are associated with, hFew readers

• Salesforce Insights: Company Insights

  Company Insights in Detail While the PipeLaunch extension is designed to accelerate your workflow and help you find and enrich data in just a few clicks, PipeLaunch also offers Lightning Web Components (LWCs) within Salesforce. One of these is Company Insights, which includes multiple subcomponents to provide a more detailed view of a company. What makes Company Insights valuable? When working in Salesforce, you can access a comprehensive overview of a **company and its contactsFew readers

• Browser Extension: Know your User Settings

  User Settings Use User Settings to create and manage message templates, access the Help Center for support, and stay up to date with the latest product enhancements through our Release Notes. Check out this guide for a quick overview of the available settings and features. Once this is complete, we recommend reviewing the How to Submit Feedback guide. This will conclude the Settings section. If you have any questionFew readers

• Browser Extension: Create a Salesforce Profile in Just a Few Clicks

  Create a Salesforce Profile in Just a Few Clicks PipeLaunch works seamlessly across web pages, allowing you to capture information and create Salesforce records with all the key information, like business email address, phone number, and address. In this guide, we’ll walk you through how to create a Contact using the PipeLaunch Browser extension. Note: If you don’t have access to the PipeLaunch Browser extension, please contact support@pipelaunch.com. The same workflow can alsFew readers

• Browser Extension: Parsing Message and Utilizing Templates

  Often, messages remain on your profile without being captured in Salesforce. This can make it difficult to maintain visibility into your activities and your profile's key touchpoints. This guide is divided into two parts: Part 1: Parsing Messages into Salesforce — Learn how to capture and sync LinkedIn messages directly into Salesforce. Part 2: Using Message Templates — Learn how to use message templates while prospecting to streamline your outreach. Parsing Messages iFew readers

• Browser Extension: How to Submit Feedback

  How to Submit Your Feedback As you use PipeLaunch, you may come across feedback or suggestions that you’d like to share with our Product or Solutions teams. You may also encounter errors related to your Salesforce or extension configuration. To make this process faster and easier, we’ve created a dedicated feedback platform that allows you to quickly share your thoughts or report issues, without having to wait for assistance. In this guide, you’ll learn how to **submit feedback in jFew readers