Hey everyone – for those of you using our LiveConnect service in SalesOptima, we have a couple of updates for you to check out! Both of these updates make LiveConnect more of a “One Stop Shop” for engaging your contacts and leads.
• You can now create a new card, or even a new contact from the “Review Section” – the best way to explain this is to show you, so make sure to watch the video!
• Also, you can pin notes to a card to quickly record something important without disrupting other work you’re doing on the live dashboard.
Does LiveConnect look like a feature you want to learn more about? Please get in touch with us by submitting a support ticket and we can show you a demo and explain how LiveConnect can help your business.
