Connection Invitation Templates
Create Templates for Sending Consistent Connection Invites
- Create templates for use with similar types or tiers of partners
- Save time by not having to choose which records to share
- Establish consistent record sharing practices with structured templates
Setting up connections is just like asking a colleague or friend to connect with you on LinkedIn. You simply send an invitation and once your partner accepts that invitation, you have instant access to the information that you’ve both determined you’d like to share with the other. In Spring ’09, you have the ability to create and use Connection Invitation Templates. So instead of choosing what records you’d like to share with each partner one-by-one, you can create common templates and use them when inviting similar types or tiers of partners to share information with you.
(Available for Enterprise and Unlimited editions)
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