Take Control Of Your Business Using Automation & A Little Bit Of AI
Or Get Left In The Dirt Like The Horse & Buggy or All The Other Outdates Technologies We Left In The Dust - Remember The Yellow Pages? Learn WHAT Works Now & How To Make It Work For Your Business.
Software Updates | New Features
Here are some of the most recent updates we thought would be helpful to take note of
Document Activity Tracking
Feature: Document Activity Tracking
The new Document Activity Tracking feature allows users to monitor the entire history of a document, including who has viewed, signed, and edited it, helping businesses streamline their document management process.
Track document progress: Easily see who has viewed, signed, or edited a document.
Improve efficiency: Avoid repeatedly opening documents to check their status.
Ensure timely actions: Quickly identify any pending actions needed to complete the document.
When managing contracts for your business, you can now quickly see which clients have signed, who still needs to sign, and follow up accordingly, ensuring that agreements are completed faster.
How To Use This Feature:
Access the “Payments” Tab from the left navigation menu and click on “Documents & Contracts” from the upper navigation menu and click on "Three dots > View History" of your document.
View all the actions that happened on the document in the right drawer.
Hover on the customer icons and See the last action time, tags, status of all the users involved in the document.
Conclusion:
Document Activity Tracking in the CRM simplifies document management, ensuring you stay organized and efficient in handling contracts.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Document Activity Tracking
Feature: Document Activity Tracking
The new Document Activity Tracking feature allows users to monitor the entire history of a document, including who has viewed, signed, and edited it, helping businesses streamline their document management process.
Track document progress: Easily see who has viewed, signed, or edited a document.
Improve efficiency: Avoid repeatedly opening documents to check their status.
Ensure timely actions: Quickly identify any pending actions needed to complete the document.
When managing contracts for your business, you can now quickly see which clients have signed, who still needs to sign, and follow up accordingly, ensuring that agreements are completed faster.
How To Use This Feature:
Access the “Payments” Tab from the left navigation menu and click on “Documents & Contracts” from the upper navigation menu and click on "Three dots > View History" of your document.
View all the actions that happened on the document in the right drawer.
Hover on the customer icons and See the last action time, tags, status of all the users involved in the document.
Conclusion:
Document Activity Tracking in the CRM simplifies document management, ensuring you stay organized and efficient in handling contracts.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Document Activity Tracking
Feature: Document Activity Tracking
The new Document Activity Tracking feature allows users to monitor the entire history of a document, including who has viewed, signed, and edited it, helping businesses streamline their document management process.
Track document progress: Easily see who has viewed, signed, or edited a document.
Improve efficiency: Avoid repeatedly opening documents to check their status.
Ensure timely actions: Quickly identify any pending actions needed to complete the document.
When managing contracts for your business, you can now quickly see which clients have signed, who still needs to sign, and follow up accordingly, ensuring that agreements are completed faster.
How To Use This Feature:
Access the “Payments” Tab from the left navigation menu and click on “Documents & Contracts” from the upper navigation menu and click on "Three dots > View History" of your document.
View all the actions that happened on the document in the right drawer.
Hover on the customer icons and See the last action time, tags, status of all the users involved in the document.
Conclusion:
Document Activity Tracking in the CRM simplifies document management, ensuring you stay organized and efficient in handling contracts.
