Click here to watch the feature reveal video
For the Salesperson:
- Training “Always On” & Schedules, 411 Class
- Knowledgebase and Tutorials button
- Addin updates – signature parser, contacts no resync
- Tasks Sync
- Activity Journal auto-link to Opportunities
- Opp owner assignment notifications
For the Admin:
- Job Tracking and IS Quotes Integration Improvements
- Data Self-service
- Backlog Report
- Sales rep details report options
- Region exceptions