Text Message (Inbox)
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
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filter
Mark Form as Favorite and Filters
Now you can mark a form as favorite and filter all your favorite forms from the form list. Â Note: This feature will work separately
Inactive Deal Card Filter
You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager. Â
CSR filter in contact for HawkSoft
Description – The contacts\’ filters now include the CSR filter. Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and
Category filter in the pipeline
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?
