All information about Account Management
With our latest update, two key enhancements have been introduced within the ‘Add Account’ option to improve data management. The revenue field is now available
Earlier, you could only merge accounts and contacts with the same email and phone numbers. Now, you can also merge them based on names. If
Within Contact and Account360, we’ve now introduced a Timeline Feature where you can track all the recent activities. The timeline view provides the data for
Now, a new feature has been introduced whereby, if any email campaigns are running, you can opt out of each of the marketing and transactional
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly retrieve specific activities without the
Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization. Use Case: Easily consolidate duplicate entries to maintain organized data
We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email
Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search bar, streamlining the process of
A recent update in the “Accounts” section now allows users to assign agents to multiple accounts simultaneously. Use Case: To expedite and simplify the process
With this enhancement, you now have the option to merge user accounts, a capability that was previously unavailable. This addition aims to simplify the tasks
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