Key Features & Benefits
CANDI can be immediately and easily used without additional
end-user training and custom reporting is included.
Connections:
- Easily define relationships between records
- Form insights with relationships across Accounts, Contacts and Opportunities
- Allow non-administrators to add key data without multiple lookup fields
- More structured way to capture information about relationships
- Key information is visible and usable in reporting
Interactions:
- Powerfully track meetings, calls and emails across multiple Accounts, Contacts and Opportunities
- Reduce repetitive data entry and increase user efficiency with meeting scheduling
- Addresses one of the most requested pieces of functionality on the Salesforce.com IdeaExchange


Resources
Watch CANDI in action:

Find CANDI on the AppExchange:
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