Apply Filters in Contacts and Opportunities
In this article, you will learn: Contacts Opportunities CSR list filter added in Contacts and Opportunities. Group by Filter Contact Filter Enhancement Contacts The Contacts
Reporting and Data Analysis
Information about Reporting and Data Analysis
Apply Filters in Contacts and Opportunities
An extra notes section while adding a deal, new contact and account360. You can add a Note directly from the Directory/ Contacts when adding a
Map Texts to Existing Contacts
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
Disposition in Contacts
In this article, you will learn: What is the disposition? How does it work? How to setup disposition criteria? Editing a disposition field Deleting a
Filter by Lead Source and Disposition in Contacts and Reports.
In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports
List all forms completed in Contact360
In the form section under Contact360 you will find all the forms responses that you have received from the client. You can send any form
Mapping of Relation datapoint from AMS
In this article, you will learn: Relation column view in Contacts Relation column view in Accounts: For Contacts and Dependents Relation column view in Contact
Missing Details filter in Contacts and Widget in Dashboard
You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email,
Select and send multiple files for eSignature through card detail and 360
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
Select Multiple contacts
In this article, you will learn: Select multiple contacts You can select multiple contacts and perform 7 specific actions as mentioned below: Delete Assign drip
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
Create list in contacts, opportunity, report
In this article you will learn: Create and save a list in contact Create and save a list in opportunities Create and save a list
