BOOK A CALL
BOOK A CALL

Contact & Deal Management Update

Spread the love

We have rolled out a new update to our marketing automation software. Below are the new features.

Unified Contact and Deal Page

  • Switch between deals without losing your place
  • Quickly add tasks, notes, and send emails with the Compose Bar
  • See all associated tasks, notes, and emails at a glance
  • Add multiple contacts to a deal
  • Create custom task reminders at flexible intervals
  • Associate tasks with contacts or deals
  • Customize the order of data fields
  • Contact & deal data are front and center so you can get up to speed quickly

crm-deals

All new Activity Stream and Detail Panel

  • See a detailed stream of contact activity — page views, email opens, clicks, tasks, and more.
  • Discuss and comment on contact activity with other stakeholders
  • Tag your teamates to notify them and bring them into the conversation
  • Now you can see page views, website visits, and any events you are tracking in the activity stream

jwjcxq58w_activities

Revised Deal Pipeline Interface

  • Find the exact deals you need to see. Filter by score, task, value, and more.
  • Have complete control over how your deals are sorted and displayed
  • Control who can see each pipeline

And Much More…

  • Sort your contacts by customizable columns
  • Create contacts and deal records simultaneously
  • Manage tasks with our new task management page
  • Create and manage organizations with multiple contacts
  • Specify who in your company can see which deals with flexible permissions


Spread the love

You may also like...

August 24, 2016
Importance of Multi-Channel Marketing
Spread the love

Spread the loveWhat is multi-channel marketing? Multi-channel marketing is a strategy that all business owners and up-and-coming entrepreneurs should be utilizing. What multi-channel marketing does is open up a number of venues and platforms which allows the marketer to interact with the market. It involves interaction with consumers on a multifaceted level, and can be […]


Spread the love
May 30, 2018
5 Tips on Crushing Your Next Facebook Ads Campaign
Spread the love

Spread the love[fusion_builder_container hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” hundred_percent_height_center_content=”yes” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” border_size=”” border_color=”” border_style=”solid” margin_top=”” margin_bottom=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=””][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no” link=”” target=”_blank” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” undefined=”” background_repeat=”no-repeat” hover_type=”none” […]


Spread the love
March 26, 2015
How to choose the right marketing partner
Spread the love

Spread the loveThrive Analytics released their “2015 Local Pulse Survey Highlights (Part 1)“, which shows that small and medium sized businesses (SMB) want to build more robust digital marketing programs but lack the expertise to do so. We here at The Intelligence Group work with local businesses every day. Business owners partner with us to promote their […]


Spread the love
1 2 3

Want to chat via email first?
You got it.
 

Contact Us

Ready to stop wasting money and actually grow your business?

Take the next step today. 
Leave this field blank
https://
PricingPartners
© The Intelligence Group | All rights reserved | Privacy Policy
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram