On your dashboard you’ll see a new feature named, Tasks. Here you’ll be able to create a detailed to-do list, order your tasks by importance, and give them deadlines.
Remember your To do section? We’ve updated it to Upcoming Events. Here you’ll be able to create appointments on specific dates and times, as well as set important reminders.
Your Deal Funnel is now more detailed and gives you more options to filter your results into the funnel. Your Deal Pipeline now allows you to adjust how you’d like to view your different Pipelines, by choosing value or count, and by choosing the statuses that you’d like to see.
Trends based on ‘Users’ and ‘Categories’.
Let's explore the new features in your Leads and Contacts pages:
Filters has been moved under one icon.
Your Upcoming Events and deals can now be found on the right side of your screen, along with this lead or client’s tasks and files.
Viewing your lead or client’s details is now easier than ever, with the implementation of a popup screen. This popup contains all your lead or client’s details like activity, notes, calls, emails, and proposals.
Your new Deals card viewer lets you see all your deals segregated into their status, which are customizable, and you can drag and drop your deals into the different stages, including into lost or won. Note, that your deal cards are only visible here when they’re in a ‘potential’ status.
You can also change the status of your deal, by clicking on the deal and choosing the status on the interactive green line.
Now you can add a task directly in the deal, by clicking ‘Add’ on the right side. Or you can choose the task button in the top menu.
Let's explore your new Configuration features:
Your configuration menu now has some new options, including Pipeline, custom fields, lead/client source, deal category. You can also add/delete pipelines here.
Let's explore your new Capture Leads feature:
Capturing Leads is now even easier feature. This allows you to build a contact form to add to your website. When someone fills this information in, you’ll receive an email notification and all of the information captured in the form will show in your CRM as a new lead.
Let's explore your new Import features:
Our new Import feature allows you to upload your contacts from an excel sheet.
Have any questions? Please contact support@clientpoint.net.