SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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Contact Engagement Score in Opportunity Cards

Contact Engagement Score in Opportunity Cards

Contact Engagement Score in Opportunity CardsRaichel.ai
Published on: 27/03/2025

A Contact Engagement Score helps you gauge when a contact is at their prime for conversion. Having a clear display of this metric helps strike when the iron is hot and increase conversions. Interested in adding it to your Opportunity Cards? Let’s explore how!

Workflows and AutomationsCRM and Pipelines
Opportunity Workflow Actions

Opportunity Workflow Actions

Opportunity Workflow ActionsRaichel.ai
Published on: 19/03/2025

Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.

Workflows and AutomationsCRM and Pipelines
Opportunity Card Customization

Opportunity Card Customization

Opportunity Card CustomizationRaichel.ai
Published on: 30/10/2024

Using Opportunity Card Customization, you can keep priority information easily accessible, icons understandable, and your data display personalized! This new feature gives you control over your interactions with the Opportunities Tab, helping you make the most of this tool!

Workflows and Automations
Bulk Edit in Opportunities

Bulk Edit in Opportunities

Bulk Edit in OpportunitiesRaichel.ai
Published on: 23/08/2024

Reduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast and simple.

Workflows and Automations