Merge Deal Cards in Pipeline Manager
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
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User Interface and Navigation
Information about User Interface and Navigation
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
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
