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Baton Tips & Tricks

Baton + Salesforce – Enhanced Custom Fields

Baton Native Two-Way Salesforce Integration – Streamline Pre- and Post-Sale Handoffs

Baton Project Create Flow – How To Start a New Project

Baton Project Templates – How To Convert a Project Into a Reusable Template

Baton Status Updates – Provide an Expert Level of Project Management Oversight

Baton Board View – Enhanced Visibility Into Project Status & Risk

Baton Native-Built Forms – How To Share Forms via Public Link

Baton Native-Built Forms – How To Collect Asset Requirements & Documents

Baton Native-Built Forms – How To Collect Customer Satisfaction (CSAT) Surveys

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