Information about User Preferences and Settings
This latest feature allows you to create renewal pipeline automations at the branch level. Please note that this feature is currently accessible for AMS360, Epic,
In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Now admin can choose which agent will receive the selected notifications. To check the enhancements: Navigate to Pipelines Click on the 3 dots icon (action) Navigate
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
A regular and constant follow up is required to push leads in pipelines for closing deals faster. To help maintain consistency on tasks and pipeline
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
In this article, you will learn: Where to set Goals for agents? How to set a new Goal Goal Settings Table View Delete or Edit
In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user
In list view you can sort the list view of the deal cards based on the pipeline stages: In list view, you can sort the deal
In this article, you will learn: What is a Pipeline? How is a pipeline board created? How to move from one board to another? What
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