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NOTE: Before using the search bar,
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our entire library of updates.
Raichel.aiAssociating objects inside your CRM helps you keep their updates connected and relevant information accessible at any needed stage. However, until now, this has not been possible within companies, limiting your B2B capabilities. This update fixes that constraint. Let’s learn how to use it!
Raichel.aiManaging business-to-business relationships in your system is easy with the Companies tab. If you were managing company lists before getting your CRM, or want to move your data to an external system, these new bulk actions will make your job easy. Let's learn how to use them!
Raichel.aiThe Company tab allows you to manage your business relationships and organize contacts in groups. With the new updates to this section, you can streamline day-to-day activities by providing advanced filtering, sorting, and search capabilities, simplifying access to information. Let’s check what to expect!
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