All information about Account Management
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
Release Date: June 6, 2024 Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly
Release Date: March 13, 2024 We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and
Release Date: March 9, 2024 Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search
Release Date: November 15, 2023 A recent update in the “Accounts” section now allows users to assign agents to multiple accounts simultaneously. Use Case: To
With this enhancement, you now have the option to merge user accounts, a capability that was previously unavailable. This addition aims to simplify the tasks
With these improvements, you can easily perform various actions on selected accounts directly from the account header. The actions available in the account header include
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
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You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
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