Summer Update 2022 - CRM & Profile

The CRM (leads, activity and pipeline) and profile update.

Sarah

Last Update 3 yıl önce


The CRM

It’s now easier than ever to edit leads, track information, and create tasks. You’ll also be able to see important data about your leads like when they’re looking to buy/sell, when they were last contacted, and any tasks related to the lead.

The Profile

We’ve moved the profile section and cleaned up the design.

Video Overview

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