Dynamic Routing for Opportunities

Dynamic Routing for Opportunities

Published on: 24/01/2025

Opportunities allow you to keep track of the customer journey of any contact. However, you may have multiple opportunities with the same contact. So, when sharing with your team it’s important to be accurate with the details. We’ve included the option to share direct links to specific opportunities using a new URL structure.

System Updates
Opportunity Card Customization

Opportunity Card Customization

Published on: 08/11/2024

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!

System Updates
Import Contacts & Opportunities Simultaneously

Import Contacts & Opportunities Simultaneously

Published on: 07/11/2024

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.

System Updates
Bulk Edit in Opportunities

Bulk Edit in Opportunities

Published on: 27/08/2024

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.

System Updates

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