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Have you ever spent what seemed like hours searching for that one version of a document or the most recent copy of a proposal? Well, no more.
The new Pin Files to Contacts feature allows you to pin your most important attachments so they are displayed right under the contact’s background information. This way, you can save time and access them directly without the need to go through the contact’s Activity!
The Activity page is the beating heart of your sales process. Every single update, every Call, every Deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy.… Read More
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