Using Opportunity Card Customization, you can keep priority information easily accessible, icons understandable, and your data display personalized! This new feature gives you control over your interactions with the Opportunities Tab, helping you make the most of this tool!
Opportunities and Contacts are intimately related. They depend on each other to work properly. If you’ve been keeping track of your opportunities, importing them to the CRM will ensure they are consistent and move contacts around through your pipelines without missing relevant information. This new update allows you to update and create contacts and opportunities directly from a CSV.
Reduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast and simple.
This feature allows you to gain a deeper understanding of your contacts and opportunities based on their source and activities. The data gained can be filtered by properties such as Activity, Session Source, and Medium, creating interactive donut and line graphs.
