Salesforce is where Sales lives and breathes! You can now access Playbooks right in Salesforce...here's how you connect!
KIITE INSTALLATION (To be performed by Salesforce Admin)
Install takes 20 seconds
Have your Salesforce admin click here: https://kiite.ai/salesforce/install
*Note: Ensure that you give permission to the appropriate Profiles to access Kiite.
SALES REP INSTALL (To be performed by each individual user)
Individual installation takes 20 seconds
Step by Step:
Click on the edit icon on the far right
2) Click on Add More items > all > search for Playbooks and click "Add New Items"
3) Drag the Playbooks item to your desired tab priority and hit Save
4) You should see a Playbooks tab in your Salesforce to log into Kiite!