Picture this. You are holding a bowl filled with your favorite flavor of ice cream. You love its sweet taste on its own, but then you spot toppings— hot fudge sauce, chocolate chips, cookies, caramel, nuts and of course cherries. You’re welcome to use any of these toppings to make your ice cream even tastier. Which will you choose?
Just like ice cream sans toppings, we know that a CRM by itself is a powerful tool, but when you add smart features (toppings), you’ve got a CRM designed to make your life a little easier.
With this in mind, let’s look at a couple of intelligent features that will save you time and make your job simpler and more productive.
Take a shortcut using Macros.
There might be a set of mundane tasks in record level tha...