Initial Configuration | Predictive Response

Initial Configuration

checkbox Step 1. Prerequisites.

checkbox Step 2.  Activate Account. New installs only.

checkbox Step 3. Complete company information

checkbox Step 4. Configure access to Predictive through a Campaign Record Type and Layout. Information Important: If you are using the Salesforce Professional edition or using your own campaign page layouts, this step must be completed as the Email Edition Wizard is utilized to create your campaign emails.

checkbox Step 5. Confirm required fields

checkbox Step 6.  Install/Upgrade Test


We can help!

Click here if you wish to set a meeting for assistance with the installation/configuration of a Predictive application or a training session.