Efficiency Gives you the information about the outcome generated from the efforts of an individual agent. The Efficiency Section provides valuable insights into the results produced by the efforts of each individual agent within your organization. By examining this data, you can gain a better understanding of how effectively each team member is performing their ..
Archives : August-2024
Here you will get the idea of the opportunities that are part of the sales pipelines and what stage of the pipeline they are at. Within the Conversions segment of Agent Reporting, you can obtain valuable insights regarding the potential opportunities present in your sales pipelines and their corresponding stages of progress. By closely monitoring ..
View the stats for calling activities performed by each agent in your team. These metrics are great resources to develop an insight. Examine the statistics related to calling activities carried out by each agent in your team. These metrics serve as a valuable resource for gaining insights into individual and collective performance. By analyzing these ..
Having all transactions from the Membership section in the Payment section helps with a consolidated view of all products and the ability to track all payments in a single place. Transaction: All transactions in the Membership section can now be done in the Transaction section under Payment. Users will be able to filter these transactions ..
Custom field support in the CRM’s Document and Contract Editor is a game-changer for businesses. It allows for the addition of floating text fields in documents, enabling a level of customization and flexibility previously unattainable. This feature is crucial for businesses that require precise data collection and wish to provide a seamless document completion experience. ..
Create a New Template Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created. Convert to Template Users will be able to convert any existing document created into a ..
Introducing ACH Debit as a Payment Option for Invoices Now ACH Direct Debit is available as a payment method for one-time invoices, Text2Pay links, and recurring invoices, including auto-payments. Key Information: Availability and Pricing: Payment Flow for ACH Direct Debit: Settlement Timing and Transaction Failures Verification and Mandates FAQs: Can leads enter bank details manually? ..
Introduction to the “Compared At” Feature The “Compared At” feature is a significant enhancement to our CRM’s e-commerce functionality. It allows business owners to easily display the original prices alongside the discounted prices of their products. This feature is especially beneficial for: How to Utilize the “Compared At” Feature Implementing the “Compared At” option is ..
The Benefits of Integrating an Online Store Before diving into the setup process, let’s explore the advantages this feature brings to your business: Step-by-Step Guide to Setting Up Your Online Store Setting up your online store is a straightforward process. Follow these steps to get started: Create and Configure Products: Activate Your Online Store: Track ..
Importing Stripe Products Import Stripe Products It’s crucial to be aware that when importing products into Stripe, only those designated as Recurring / Subscription plans are eligible for import. Unfortunately, one-time prices cannot be imported through this process and must instead be created directly within the system. This distinction is essential for maintaining an organized ..