Contact & Deal Management Update

By |2017-12-19T20:41:16+00:00October 5th, 2016|Marketing Automation|0 Comments

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


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


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

About the Author:

Leveraging more than 20 years of proven leadership and management background in sales, marketing and IT, Joseph understands that even with the most innovative products or marketing strategies in place, an extraordinary company of any size grows and prospers through its most crucial asset—its people. Joseph currently leads The Intelligence Group as its CEO, guiding the organization with appropriate governance mechanisms.