Following a contacts journey helps you better understand and connect with them, increasing their satisfaction and simplifying the troubleshooting process for your workflows whenever you encounter an error. Our new feature Highlight Contact Path in Workflows will make this easier to visualize and follow.
When interacting with clients there will be times when two or more people are part of a singular sale or transaction. You can manage these relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying communications.
We’re excited to announce Internal Comments and Mentions in Conversations! This tool allows for easy communication with your team inside the contact conversations by adding private, internal comments that help you and your team collaborate and manage conversations more effectively.
Keeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.
