The Facebook Integration allows you to market to and engage with leads from your pages. However, managing Meta can be overwhelming. To keep your business running smoothly, troubleshooting, page management, and mapping should be effortless. This improvement will help you master all things Facebook!
Invoices serve as a reminder for customers to complete payment for any pending services. When managing subscription payments, you may have encountered failed transactions before. This improvement will automatically send an invoice in such cases.
Everyone processes information differently. Customizing how an opportunity’s details are displayed allows you to manage it more effectively and maximize results. With Unlabeled Cards and field management in the Opportunity View, you have full control—let’s explore how to use it!
Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!
