In This Article
With these enhancements, users can access all the essential data and features they need within Conversations itself. No more navigating to different modules. The user experience has been refined to be seamless and effortless. We've made information more accessible, designed it to streamline interactions, improve efficiency, and make your experience more intuitive and productive.
Feature 1 - Contact
Users can now add, edit, and manage contact details seamlessly, covering everything from name, phone number, and email, to owner details, tags, campaign associations, and the all-important DnD (Do Not Disturb) settings. It's a one-stop-shop for keeping your contact database up-to-date without missing any ongoing conversation.
Feature 2 - Appointments
Users can now effortlessly book new appointments, view both upcoming and past appointments, and even reschedule them—all from the Right Panel. No more cumbersome navigation through multiple screens. With this feature, you can stay on top of your schedule.
Feature 3 - Opportunity
Users can create new opportunities, view all existing opportunities associated with a contact, and seamlessly edit opportunity details, all within a single, centralized location