Pinned Notes in Contacts and Accounts You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
Accounts In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
Accounts 360 Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
Archive Accounts While deleting an account you can either select to delete the account or can delete all the data related to that account such as contacts,
Custom Fields for Accounts Admin can add, edit or delete the custom data fields in Accounts. To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom
Intake Forms in Account 360 Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
Rating in Accounts with filter Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter. To add the Ratings to the accounts:
Save and Schedule Account Reports Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on
Unsubscribe in accounts You can now select the options for “Do not contact” even while adding an account. To view the enhancement: Navigate to Accounts Click on the