Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation,
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to
In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to
How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.Â
How to move a deal from your shared Pipeline to your personal Pipeline? 1. Go to dealcard you want to move. 2. Click on 3
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