June 2023 Forum: Open Office Hours
Modified on: Fri, Jun 23 2023 1:50 PMThe May 2023 Marketing Training covers the following topics:
-
New Features
- Mobile - Caller ID
- Pipeline View and sub Opps in Web App
- Dashboard Widget Filters and View All Data Button
- Mail Chimp Integration and Steps you need to take for your contacts
- Discussion Topics and Best Practices – Cont’d from last Office Hours
- How do I properly document notes/client conversations in Company and Contact records –The Why and the How
- Automated Dates for Child Opportunities/Self Perform
- Contacts and Mandatory Field in Opportunities ? Discussion
- Competition on Opportunities
- Service Types – Discussion
- Power BI Initiatives - Update