In this article, you will learn: How to select multiple deal cards and perform delete, won, lost and move action Multiple select and assign drip
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
Now you can view the total number of days the card has been created and how long it has been in a particular stage. In pipelines,
Release Date: June 16, 2023 Overview We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card
Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline.Â
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
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-
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and
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