Everyone works a little differently. They adapt to how their customers want to be treated.
This update makes your Salesflare experience a little more personal.
Without further ado, let’s dive right in.
Sort everything as you wish
Want to see your accounts Work your alphabetically? Your saudi arabia whatsapp number data opportunities by value? Or your contacts by creation date?
It is now possible.
Just click on this button:
And start sorting.
It’s that simple
Add lead source and loss reason options on the fly
Don’t want to go into settings every time you want to add an option to the list of lead sources or loss reasons?
No problem. We did it very quickly.
Add an option directly from where you are.
In fact, this now works for all Work your way dropdown type custom fields!
Note: As before, you can how to make good PowerPoint presentations? only add options if you are an administrator.
Get a better view of your meeting notes
We noticed that people were leaving their meeting notes as internal notes in the timeline, because meeting notes weren’t visual enough.
This is why we have Work your sms to data way given meeting notes a more important place.
Now you can preview it without even opening the meeting.
Still need to add notes?
Just click the button and type or paste them right after.
Many other improvements and bug fixes
We’ve fixed bugs you Work your way reported, improved performance in some areas, tweaked app flows, and more. As always, keep the feedback coming via live chat – we love it!
Coming soon…
- Your email templates, right in Gmail
- Using aliases to send emails
- Email workflow (this is a big feature, so it takes a little longer)