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Reports - Send Email to Contacts



August '18





We've made communicating with your clients and prospects even easier. Now send emails to contacts while you're updating or viewing a report.


On all our reports, when a contact is displayed, we've added functionality to send emails to those contacts directly from the report - with one click - without ever leaving the report page.


This will save plenty of time with no need to switch from page to page on the CRM, or switch from the CRM to an email application - keeping your thoughts focused on evaluating or updating the report - and completing your project.


Click to Schedule a Demo or Start a Free Trial




My Tasks - Next Actions & Alerts Simplified



August '18





Keeping your Next Action Dates and Alerts up-to-date has never been simpler!


Updating your Next Action Dates and Alerts can be now be made directly from View Mode - without having to open
the entire Task - making updating these a snap!


And whats more important than having your Next Actions current and up-to-date? By doing so saves time, keeps your sales process moving forward, and prevents opportunities from being missed.



Click to Schedule a Demo or Start a Free Trial




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