Filter Engagements by Method
You can quickly filter engagements by method. This is helpful when you're trying to find your notes from a prior meeting or phone conversation.
This filter is available on both the account and person profile page.
- Users can modify email engagements. This is useful when they need to change the account the email was originally associated with.
- Our Zoho CRM integration has been improved to allow it to synchronize data from custom fields in account and contact records.
- We add more in-app help to the subscription editor.
- Improved error handling in account notes.