Post by mistyssaktersfo33 on Dec 30, 2023 10:13:18 GMT
These users can now share documents and templates with colleagues as well. Basic and Premium plan users will soon be able to add Smart Documents as an add-on service to their subscription starting at $6 per month. Revenue Forecast Goals in Our Professional and Enterprise plans users can set goals related to revenue forecasts. Revenue-based goals can be set for yourself or your team and you can track them over time to increase motivation. This data is based on an estimated end date that you can configure in the transaction. We've also made it easier for you to set goals and track your team's progress. You can edit date ranges in reports and dashboards to better customize your data.
You can also create custom time periods for reports and dashboards in and be able to edit dates. with custom sections Users of our Insights feature can more easily get the data they need by managing their reports and dashboards with Email Marketing List customizable sections. Our update allows you to group reports, bulk delete old reports when they are no longer needed, and rename your sections to match your sales process. This is especially useful for sales managers and reps who have a lot of reports and dashboards because you can organize the data in a way that works for you.
Start by dragging and dropping reports and dashboards into the newly created section and then quickly access what you need by selecting the section in the navigation menu. Don’t miss updates mentioned within the app Let team members know about changes by using a symbol and the colleague’s name in updates you make or comments you add to an entry. When you tag others with symbols your team members' names will appear in a drop-down list making it easier to find the person you're looking for. Users tagged in the mention can reply by posting a comment on the note. This will send a notification to the person who created the note. Automated updates create workflows that contain an automated sequence of actions based on a single trigger and add custom deadlines to activities.
You can also create custom time periods for reports and dashboards in and be able to edit dates. with custom sections Users of our Insights feature can more easily get the data they need by managing their reports and dashboards with Email Marketing List customizable sections. Our update allows you to group reports, bulk delete old reports when they are no longer needed, and rename your sections to match your sales process. This is especially useful for sales managers and reps who have a lot of reports and dashboards because you can organize the data in a way that works for you.
Start by dragging and dropping reports and dashboards into the newly created section and then quickly access what you need by selecting the section in the navigation menu. Don’t miss updates mentioned within the app Let team members know about changes by using a symbol and the colleague’s name in updates you make or comments you add to an entry. When you tag others with symbols your team members' names will appear in a drop-down list making it easier to find the person you're looking for. Users tagged in the mention can reply by posting a comment on the note. This will send a notification to the person who created the note. Automated updates create workflows that contain an automated sequence of actions based on a single trigger and add custom deadlines to activities.