2. Bulk actions for failed and bounced emails for sequences
3. Download chat transcript
4. Conversation quick view
5. Select the order of emails in the thread
6. Improvised speed for messenger widget
It’s said that number seven is a charm. And Salesmate is here to make the seventh month of the year more magical with these new updates!
Catch up with the new additions to your Salesmate CRM that are guaranteed to enhance your work efficiency and productivity.
Here are the new updates for the month of July:
1. Set default pipeline
The companies having multiple pipelines to cater to the different types of prospects or business lines will get the option to choose the default pipeline for each user. This helps users to auto-select their primary pipeline at the time of creating new deals.
2. Bulk actions for failed and bounced emails for sequences
A sequence step failed due to any reasons? Don’t worry about retrying each step manually. With our new bulk operations, you can now choose multiple failed or bounced contacts and choose the next action step.
Keep and share records for every past conversation by downloading chat transcripts in text format and provide your customers an option for the same. Your chances of missing out on important details in a conversation are now next to nil.
View the latest emails at the top or bottom of the conversation view, choose your favorite email order, and visualize emails inside the personal inbox and team accordingly.
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
It’s said that number seven is a charm. And Salesmate is here to make the seventh month of the year more magical with these new updates!
Catch up with the new additions to your Salesmate CRM that are guaranteed to enhance your work efficiency and productivity.
Here are the new updates for the month of July:
1. Set default pipeline
The companies having multiple pipelines to cater to the different types of prospects or business lines will get the option to choose the default pipeline for each user. This helps users to auto-select their primary pipeline at the time of creating new deals.
Read more
2. Bulk actions for failed and bounced emails for sequences
A sequence step failed due to any reasons? Don’t worry about retrying each step manually. With our new bulk operations, you can now choose multiple failed or bounced contacts and choose the next action step.
Read more
3. Download chat transcript
Keep and share records for every past conversation by downloading chat transcripts in text format and provide your customers an option for the same. Your chances of missing out on important details in a conversation are now next to nil.
Read more
4. Conversation quick view
Use quick views to open conversations from the recent conversations widget and notification section and stop juggling between multiple screens.
Read more
5. Select the order of emails in the thread
View the latest emails at the top or bottom of the conversation view, choose your favorite email order, and visualize emails inside the personal inbox and team accordingly.
Read more
6. Improvised speed for messenger widget
Your messenger widget is now faster and lighter, so it can load on your website quicker than ever before :)
This is it for this edition 👋, but more updates are coming your way soon.
Let us know how these updates help you and your organization so that we can keep improving Salesmate for you!
If you haven’t tried Salesmate yet, what are you waiting for?
Parijat Lamba
Parijat Lamba