What’s New: Customize, Assign, and more in your CRM | Weekly update | June 6, 2024

In this week’s edition, Mel Kozun shares improvements to help you manage customer relationships, sales opportunities, and more. You can now:

00:53 Create custom Company and Contact fields
01:48 Navigate from the main Pipeline dashboard to Company pages
02:10 Submit Orders for customer approval directly from the draft stage
02:25 Enter rich text in Notes on Companies and Contacts
03:03 Assign sales tasks to other team members
03:33 Assign Companies and Contacts to team members
03:58 Enjoy greater CRM search speed
04:07 Forecast revenue by month more accurately
04:50 Review payment statuses from Invoices table
05:37 Edit common instructions from Bulk Create with AI
06:15 Fine tune social content with “Write with AI”
06:49 Export campaign data from Advertising Intelligence as a .csv file
07:15 Increase Business App welcome email deliverability

Get early access to ACH as a payment collection option by commenting here: https://roadmap.vendasta.com/platform...

Check out this week’s changelog article: https://roadmap.vendasta.com/changelog
Like what you see? Request a demo 👉 https://www.vendasta.com/request-demo/

See all the cool and exciting updates that we’re making to our platform on a weekly basis to help you run your business here:    • What's New at Vendasta  

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