Information about Reporting and Data Analysis
In this article, you will learn: Contacts Opportunities CSR list filter added in Contacts and Opportunities. Group by Filter Contact Filter Enhancement Contacts The Contacts
An extra notes section while adding a deal, new contact and account360. You can add a Note directly from the Directory/ Contacts when adding a
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
In this article, you will learn: What is the disposition? How does it work? How to setup disposition criteria? Editing a disposition field Deleting a
In this article you will learn: Lead Source and Disposition Group By option in Reports Lead Source filter in Reports Search tab in Reports
In the form section under Contact360 you will find all the forms responses that you have received from the client. You can send any form
In this article, you will learn: Relation column view in Contacts Relation column view in Accounts: For Contacts and Dependents Relation column view in Contact
You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email,
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
In this article, you will learn: Select multiple contacts You can select multiple contacts and perform 7 specific actions as mentioned below: Delete Assign drip
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
In this article you will learn: Create and save a list in contact Create and save a list in opportunities Create and save a list
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