Post by mistyssaktersfo33 on Jan 2, 2024 8:14:51 GMT
Designed to provide flexible collaboration and support for large teams Offers users all the features available in and with the addition of Project Management Planning Tracking and Delivery Phone Support and Onboarding Scalable control over account permissions and visibility For those who need a tool The perfect program for established cross-functional sales teams managing deals and projects. If you manage a larger team and need scalable collaboration features, higher usage limits and advanced project management features please try the plans. Auto-Assign The Auto-Assign feature is lead assignment software that automatically assigns new leads and prospects to individuals or teams within your sales department.
Auto-allocation allows you to set and prioritize allocation rules that suit your business needs. A simple way to use this, for example, is to set up a rule to route new leads to the correct team or rep based on location Email Marketing List so that leads are assigned to reps in the same time zone. Or if you need to assign a specific team to high value deals you can create a rule stating that all deals above a certain value will be routed to representatives on that team and distributed among the representatives. and plans offer automatic allocation capabilities. Email Multi-Sync We upgraded Sales Inbox in 2017 with the launch of a feature that enables Premium plan users to sync multiple email accounts with them.
This means you can track and manage emails from multiple inboxes in one place. Like automatic assignment, email multi-sync is available in and schedule. Here are the sync limits for each plan Two per user Power We’ve also added email tags that you can use to categorize messages in your inbox and tag the most Important emails. Booster Add-on Pack Pro customers can purchase additional limits when approaching certain feature caps. Here are three available supplemental packs Team Management Packs Add custom permission sets, custom visibility groups, and additional team automation packs Add more automation to your account Reporting Packs: Add more reports to your dashboards Years More Orders Exciting Innovations.
Auto-allocation allows you to set and prioritize allocation rules that suit your business needs. A simple way to use this, for example, is to set up a rule to route new leads to the correct team or rep based on location Email Marketing List so that leads are assigned to reps in the same time zone. Or if you need to assign a specific team to high value deals you can create a rule stating that all deals above a certain value will be routed to representatives on that team and distributed among the representatives. and plans offer automatic allocation capabilities. Email Multi-Sync We upgraded Sales Inbox in 2017 with the launch of a feature that enables Premium plan users to sync multiple email accounts with them.
This means you can track and manage emails from multiple inboxes in one place. Like automatic assignment, email multi-sync is available in and schedule. Here are the sync limits for each plan Two per user Power We’ve also added email tags that you can use to categorize messages in your inbox and tag the most Important emails. Booster Add-on Pack Pro customers can purchase additional limits when approaching certain feature caps. Here are three available supplemental packs Team Management Packs Add custom permission sets, custom visibility groups, and additional team automation packs Add more automation to your account Reporting Packs: Add more reports to your dashboards Years More Orders Exciting Innovations.