Alright, so it’s a small release with a few tiny updates, but like all good relationships, you asked—we listened. Here are 3 quick tweaks we made to make your life a little simpler.
First up, you’ve been asking for more export options for a while. “I don’t need to export every little detail I’ve gathered since 1986. I just need their names and addresses so I can finish my awesome mailing campaign!” Fair enough, so we added 3 new export options for you:
(Psst, if you’re looking to export your contacts and can’t find it, go to Contacts > Search for Contacts. Once you perform your search, you’ll see the Export Contacts option at the bottom.)
And these 2 tweaks just made good sense…
You know the Follow-up Coach rocks. Following up with your daily 5 is almost too easy, yet the payoff is huge. Let’s be honest though—you don’t particularly care that you haven’t followed up with your inactive contact for 60 days, do you? Nope, so the Coach won’t tell you about your inactives anymore.
And while you don’t particularly want to be prompted to reach out to your inactive contacts, they should be included in your pipeline report, no? That way you get a well-rounded, clear picture of your pipeline (and no status is left out).
That’s it for now, but keep the feedback coming. And in the meantime, be sure to check out the 4 simple steps we laid out for you so you get the most out of Top Producer CRM. (Psst, we didn’t just do this for the new folks—it’s for you seasoned veterans too!)
Screenshots represent site and mobile applications as of publication date. Site and mobile applications subject to change without notice.