Merge Labels in Pipeline
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
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User Interface and Navigation
Information about User Interface and Navigation
Merge Lead Sources in Pipeline
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
Pipeline Card Detail Customization – Rearranging left modules & activity modules
Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and
Scheduler – Schedule Appointments (like Calendly)
In this article, you will learn: Creating an event Scheduling and sending notification of the event Email Notification – Agent’s inbox Rescheduling event: Creating Multiple
