April 18

0 comments

Settings for Decoupling Contact and Opportunity Owners

By David Holland

April 18, 2024

Share0
Tweet0
Share0

New feature allows separate owners for contacts and opportunities in the system. Customize through Settings > Opportunities & Pipeline, toggle “Allow different owners for contacts and its opportunities” to “On”. Default opportunity owner is the contact owner but can be changed. Two subsettings available for follower updates. Works with Automations and Bulk Actions. Consider automation adjustments and upcoming opportunity action feature. Enhances customization and communication in CRM management.

 Previous
Next

Public Document Link: Now live for e-signing on Documents & Contracts

**New Features:** – **Public Document Creation:** Create signing documents in the Templates section. – **Shareable Links:** Unique links

More
Public Document Link: Now live for e-signing on Documents & Contracts

Troubleshooting and Re-auth capability across multiple Facebook pages

New feature for sub-accounts with ‘Connect Multiple Facebook and Instagram Pages’ enables users to address missing Facebook permissions.

More
Troubleshooting and Re-auth capability across multiple Facebook pages

Security update – Sign Out Everywhere

**TLDR**: New “Sign Out from Everywhere” feature allows users to log out from all devices easily; admins can

More
Security update – Sign Out Everywhere

Recurring Invoices: Editing now enabled

**TLDR:** New features for recurring invoices allow users to modify billing frequency, update dates, and change products/services. Automated

More
Recurring Invoices: Editing now enabled

Security update – Flexible session timeout config for HIPAA agencies

– **Enhanced UI**: Clear separation of Enhanced Security Settings and Session Timeout options improves navigation for agencies. –

More
Security update – Flexible session timeout config for HIPAA agencies

Ad Manager: Clone a campaign and multi-advertiser ads

– New Features: Clone ad manager campaigns and introduce “Multi-Advertiser Ads.” – Cloning: Create exact campaign replicas for

More
Ad Manager: Clone a campaign and multi-advertiser ads

Direct Your Visitors to a Clear Action at the Bottom of the Page

Clear Call To Action Button
>