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.
When managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!
