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Raichel.aiWe know that when you’re having an appointment with a customer, there’s nothing worse than missing important information. But don’t worry, now you can find Form Submissions directly in the Appointment Modal, ensuring information is available to you.
Raichel.aiThe Bulk Action tab helps you track all multi-contact activities performed inside the system. Knowing the success, progress, and state of each activity is key to ensuring productivity. With these changes, you can easily see what’s going on. Let’s check them out!
Raichel.aiThe Find Contact Action got an upgrade for your convenience! Now, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the total results found. Sound interesting? Let’s give it a look!
Raichel.aiWhen you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.
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