Alter News-Artikel!
» Hier geht's zur aktuellen Online-Hilfe
Article from
Leads: Acquisition Stages as Smart Filters.
The acquisition stages for "Leads" now function as Smart Filters – with the following benefits:
- Smart Filters allow filtering by an acquisition stage with just one click.
- If there is no lead, a Smart Filter will not be displayed. Smart Filters are intended for "completion" – leads should be brought to a conclusion.
- The small number indicates how many leads are currently assigned to a stage – for example, at an acquisition stage "Proposal sent" this can provide quick information on how many proposals are currently awaiting a response.
English image not yet available...Contact Potential also becomes a Smart Filter
- Faster access to contact potentials.
- The previous tab navigation under "Leads" is eliminated – and with it, the nested navigation level.
Deleting Acquisition Stages
Acquisition stages can now also be deleted if one wishes to restructure them subsequently.
