When inviting users to a workspace, CapLinked Administrators now have the ability to sign into their Salesforce account and directly add their Salesforce contacts. Once a user has been invited, their contact information will be stored in your CapLinked virtual data room so they can be invited to future workspaces with just one click.
If you have questions regarding CapLinked’s integration with Salesforce, contact support@caplinked.com, or sign up for a free trial.
