📣 December updates to supercharge your productivity

This Christmas, we’re giving you the gift of productivity. Bringing five important updates this December that’ll help you get things done, effortlessly! 

1. Edit data directly from your List Views  

Edit data directly from your List Views 

You can now edit Contact, Company, Activity, and Deal records directly from the list view. Simply click on the pencil icon displayed next to values and update the data. 

Learn more

2. Your favorite “Activity Widget” is available for Dashboard 2.0 

Your favorite "Activity Widget" is available for Dashboard 2.0

We have brought your favorite activity widget to show activities due in the past, today, or in the future. Click on the “Add Widget” button and choose the newly available widget “My Activity” on your required Dashboard.

Learn more 

3. Native Activity reminders 

Native Activity reminders

Get notified of your scheduled Activities on time. Choose your preferred duration and channel from notification settings and never miss any activity again. 

Learn more

4. Improvised Text Inbox 

We have improved the Text Inbox screen to view the text messages grouped by customer’s contact number in the following way: 

  1. All - View all the sent and received messages within a single view. 
  2. Inbox - View the text messages that received a reply. 

Learn more

5. Identify your lead sources in a better way 

Now onwards, you can capture UTM fields using Webforms and Meeting Scheduler to track the effectiveness of online marketing campaigns across traffic sources and publishing media. 

Learn more

That’s all folks! 👋 We’ll get back to you with more productive updates soon.

Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.

You may also enjoy these

Sales Strategy
What is sales operations and how to build a 4-step strategy around it?

Sales operations consist of a set of business processes and activities that...

7 Min read
Inspiring businesses that started during a pandemic

Pandemic has revolutionized the way we execute business strategies. The companies that...

4 Min read
Busting the myth! AI and Automation are no different

Technology has evolved exponentially over the years; now you can automate almost...

4 Min read
A Year In Review
Salesmate in 2021: A year in review

As 2021 comes to an end, we would like to take a...

6 Min read
Lifecycle marketing: What is it & why do you need it?

Here’s a marketing conundrum: Allocate resources to acquire more and more market...

7 Min read
Scroll to Top