We have added two new actions inside our Text Messages and Conversation Messenger screen, which will enable you to plan a new activity or create a deal for the customer while conversing with them.
2. Create deals using workflows
Many times, you want to auto-create deals whenever a new contact or company is loaded inside the system. We have added a new action inside our workflow module, allowing you to create Deals on the go.
3. Enroll contacts to sequence using workflows
Do you wish to auto-enroll contacts to sequences when you apply any tags to them or when a deal reaches a particular stage? Your wish is granted now. Use our newly added workflow action to enroll contacts to sequences.
4. Ownership support inside Webforms
Previously webforms were auto assigning newly created contacts or deal with the person who has created that form. For each Web Form, you can choose a user who will become the owner of those newly created records.
5. Tag conversations
Now you can tag your conversations inside Messenger for better management. E.g., Your support or presales team can tag conversations like Feature Request, Bugs, General Support, Subscription or Cancellation. You can use the search feature to find such conversations and take further actions.
We have added a new search functionality inside Messenger to search and filter your results. You can type a search term to find your records or apply filters like Tag, Contact, Team, User, and date to narrow down your search results.
Find out more about using search functionality in our support article.
Dhara Thakkar is a seasoned marketer at Salesmate. She thrives on trying new organic strategies to improve traffic & conversions, and has in-depth knowledge on how search works. When she's not working, you will find her travelling or binge watching F.R.I.E.N.D.S
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Here at Salesmate, we’re always working to make your CRM experience faster, smarter, and more efficient. This February, we’re thrilled to roll out a set of new updates designed to help you automate more and work smarter, not harder.
Better visibility for deal cards and control conversations effectively. Customize your Deal Cards You can now choose the fields which should appear on your deal cards in your selected pipeline. With t
At Salesmate, we continue to listen to our customer’s feedback and deliver improvements and features required for better productivity and time saving.
You can always read about new updates over here.
Here is the list of 7 latest updates :)
1. Quick activity and deal creation actions
We have added two new actions inside our Text Messages and Conversation Messenger screen, which will enable you to plan a new activity or create a deal for the customer while conversing with them.
2. Create deals using workflows
Many times, you want to auto-create deals whenever a new contact or company is loaded inside the system. We have added a new action inside our workflow module, allowing you to create Deals on the go.
3. Enroll contacts to sequence using workflows
Do you wish to auto-enroll contacts to sequences when you apply any tags to them or when a deal reaches a particular stage? Your wish is granted now. Use our newly added workflow action to enroll contacts to sequences.
4. Ownership support inside Webforms
Previously webforms were auto assigning newly created contacts or deal with the person who has created that form. For each Web Form, you can choose a user who will become the owner of those newly created records.
5. Tag conversations
Now you can tag your conversations inside Messenger for better management. E.g., Your support or presales team can tag conversations like Feature Request, Bugs, General Support, Subscription or Cancellation. You can use the search feature to find such conversations and take further actions.
Find out more in our support article.
6. Canned responses
Quickly create, search and use canned responses to handle the repetitive questions which require a standard or straight answer.
Refer to our support article to create canned responses.
7. Search functionality for Messenger
We have added a new search functionality inside Messenger to search and filter your results. You can type a search term to find your records or apply filters like Tag, Contact, Team, User, and date to narrow down your search results.
Find out more about using search functionality in our support article.
Dhara Thakkar
Dhara Thakkar is a seasoned marketer at Salesmate. She thrives on trying new organic strategies to improve traffic & conversions, and has in-depth knowledge on how search works. When she's not working, you will find her travelling or binge watching F.R.I.E.N.D.S