People to add to Salesforce

This card compares names and email addresses from your Gmail and Google Calendar, with your Salesforce records. If a person appears in a meeting or conversation, but they are not yet logged in Salesforce, Brisk will show these people in a list and help you to add them as a lead or contact to Salesforce. If you don’t want to add a person to Brisk, click the “Dismiss” button. If you’ve dismissed an email address once, this person will not show up in this card again.

Click the clip below to get a demo of how this card works.

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