By default, the CANDDi Salesforce plugin will show at the bottom of a contact in Salesforce, but you can set this to show in its own panel.

Here's how to move the position of the plugin:

In ‘Salesforce’, click your name at the top right hand corner, and then 'Setup'. You may need admin privileges for this.



Then, go to 'App Setup' > Leads > Page Layouts, pictured below.



Create a new panel named 'CANDDi' and leave a blank space. The plugin will then reposition to this panel.

The plugin will then reposition to this panel.

If you need any assistance, please contact us at help@canddi.com or 0161 414 1080

Have more questions? Contact us at hello@canddi.com or 0161 414 1080
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