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
Mark due date as complete Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which
Preview option in Template Builder Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No
Paste screenshot directly to files You can take a snapshot and upload the selected image without saving it as a file and then uploading it. Instantly capture important charts, image,