Highlight companies, deals and people that matter to you!

1. Starred
COLLECT PEOPLE AND COMPANIES THAT NEED SOME EXTRA LOVE.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. It happens that you consider something
important or worth to remember
– even if your CRM doesn’t.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. That’s the kind of things you put on a note.
But a note is hard to remember.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. LET US PRESENT:
Starred
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

5. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This is like an instant to-do list that
helps you to remember quick tasks
related to interaction with clients.
But also a way to keep things in
your periphery.

6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Open any person,
company or deal in Brisk

7. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Let’s say you need to call a person
related to this opportunity. But
first you need to join a meeting
within seconds.

8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click the star!

9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click the star!

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
When you’re back, just check the
list to see what you needed to
remember.

11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
When you’re done with this
person or company. Just click
the star…

12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
…and it will go away from
the list!

13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Save the trees from becoming a to-do
list that you can’t find anyway!

14. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO