Deals Agile Board View
A Simple representation of deals about their current stage and other usability options.
This option enables you to view more information about the deals without having to change your view i.e. number and value of deals in a specific stage, the associated contact, company and activities with the deal and its status, simple drag and drop option to move the deal from one stage to another, email the deal contact right there, view extensive details. To know more about deals, click here.
Sales enablement with bulk emailing
Send bulk email to your contacts.
This option lets you send the same email to multiple contacts at once. You get to use the same features as sending a single email viz. attach a file, insert templates, track emails. Also get to know how many emails you have sent in a day. It allows you sending emails until your daily SMTPs limits are reached. To know how to send bulk emails, click here.
Enhanced Grid Operations
Merge contacts from the grid and send bulk emails to contacts.
Along with bulk delete, update and export options Salesmate now lets you perform bulk operations for merging records and sending bulk emails to contacts from the grid itself. Also, filter your records and customize your views by choosing your own field columns. To know more, click here.
Accessibility is now a choice with Interface Preferences
Open details screen after creating a new record.
This option lets you choose if you want to get redirected to newly created record or remain on the same screen from where the record has been created. E.g. If you create a new Deal from deal board view, then if you should be redirected to deal's details page or you should remain on board view itself. To know how to set your interface preference, click here.