Attribution Parameters On Contact Widgets

Attribution Parameters On Contact Widgets

Published on: 19/07/2024

This feature allows users to filter and analyze contacts based on UTM parameters and attribution data directly within the CRM's contact widgets.

System Updates
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Revamped Contact Restore App

Revamped Contact Restore App

Published on: 09/07/2024

This feature enhances the contact restoration process by providing an improved user interface and expanded functionality for restoring contacts and their associated data.

System Updates
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Bulk Contact Import Disclaimer

Bulk Contact Import Disclaimer

Published on: 19/06/2024

The CRM now includes a disclaimer during the bulk contact import process, ensuring that your business is aware of your compliance and data protection responsibilities.

System Updates
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Add_Remove Contact Follower Workflow Actions

Add_Remove Contact Follower Workflow Actions

Published on: 18/06/2024

This feature allows businesses to automate the process of adding or removing followers from contacts, eliminating manual tasks and enhancing efficiency within the CRM.

System Updates
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Opportunity - Decoupling Contact & Opportunity Owners

Opportunity - Decoupling Contact & Opportunity Owners

Published on: 18/06/2024

This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization.

System Updates
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New Feature: Customizable Contact Type

New Feature: Customizable Contact Type

Published on: 15/12/2023

Contact Types provide a categorization system for your contacts, making it simpler to organize and manage them effectively. You can customize these types to align with your unique business requirements

System Updates
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