Contact Tag Management
Previously, selecting or removing a tag applied changes immediately and could unintentionally trigger workflows. You now have more control, allowing you to review and manage tag changes with confidence. Let’s see how it works!
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NOTE: Before using the search bar, tap Home first. This refreshes the feed so you’re searching our entire library of updates.
NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
our entire library of updates.
Previously, selecting or removing a tag applied changes immediately and could unintentionally trigger workflows. You now have more control, allowing you to review and manage tag changes with confidence. Let’s see how it works!
Smart Lists help keep important contacts front and center, making it easy to access information and share focused views with your team. You can now create Smart Lists directly within Companies. Let’s dive in!
We’ve added two enhancements to Opportunities that make personal pipeline views easier to manage while giving you more context at a glance with a new filter and additional field. Here’s how it works!
As part of the full launch of the revamped Contact List View and Smart Lists experience, we’ve streamlined the header options to reduce clutter and improve discoverability. Now they have moved to the actions menu under the three-dot icon. Let's check how they work!
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