How can we improve Geopointe?

Add an Import button with SalesLoft

I would like to export a list from Geopointe into Reports as a Contacts and Accounts report OR import it directly into SalesLoft. Right now we have to export a list of accounts to CSV, copy the account IDs, paste them into a contacts and accounts report on a line within the filters, and then export that report. SalesLoft said this might be possible because they recently opened the possibility for partners to create that type of button.

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Megan shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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