“We’ve always struggled with messy, hard-to-read notes in Salesforce. CV RTA changed that overnight. Our team now logs cleaner, more structured updates, and it's made follow-ups so much easier.”
“Adding CV RTA took minutes, but the impact was immediate. Tasks and calls now have rich context, and our reps love the formatting options. This should’ve been a standard Salesforce feature!”
CV RTA supports rich text editing in New Task, Log a Call, New Event, and the Activity Detail Page. You can easily add it to these layouts using the Lightning App Builder.
The formatted content is fully visible in the activity timeline and detail pages. However, standard Salesforce reports may display raw text without formatting depending on the field type used.
No. The app is 100% native to Salesforce and works out of the box—no coding, custom development, or third-party tools needed.
CV Easy Lead and Contact Data Management
Simplifies managing multiple phone numbers, emails, and key details for leads and contacts in Salesforce.
CV Files
Google Drive and OneDrive File Management: Store and organize files, enhance collaboration, reduce storage costs, boost productivity.
CV Product Search
Your sales reps can easily search for and add multiple products to opportunities in Salesforce.
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