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Act-On Software

Exposing Act-On Buttons in Salesforce

 

Once the Act-On package has been installed in your Salesforce account, you can expose the two Act-On buttons on your lead and/or contact profile layouts using the Edit Layout option on either page in your Salesforce account.

To do this:

  • Click on the Leads tab, and select Edit Layout.
  • In the Layout screen, click the Buttons tab.
  • Click the Act-On Activity History button, and drag it into the Custom Layout section.
  • Click the Send Act-On Email button, and drag it into the Custom Layout section.
  • Click the Save button.
  • Repeat steps 2 to 5 for the Contacts tab.

 

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