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tips
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
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
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,
