Managing your opportunities can be tedious and time-consuming when multiple cards need to be updated in the same way. To make this process simpler, we’ve introduced Bulk Actions to the Opportunities Card view. Let’s check it out!
Adding notes to your appointments helps you connect with customers and bring them a better experience. However, the notes are specific to each contact, so this improvement makes the experience smoother by keeping the notes attached across modules.
A Contact Engagement Score helps you gauge when a contact is at their prime for conversion. Having a clear display of this metric helps strike when the iron is hot and increase conversions. Interested in adding it to your Opportunity Cards? Let’s explore how!
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
