Report on completed negotiations
Posted: Thu Jan 23, 2025 6:20 am
We have something new that came with everything: the new report on the concluded negotiations.
In addition to a more user-friendly look and feel and an easy-to-read display, we offer strategic macro analysis, including use cases for created, sold, and lost deals. With more accessible data and new visualization possibilities, you can also compare numbers across vendors and teams.
Discover the new report on concluded negotiations , obtain the best strategic and management analysis of concluded negotiations and easily identify points of attention and opportunities for improvement.
Duplicate alert for contact and company records
This new feature was also highly requested by our customers: the jordan whatsapp resource duplicate check alert when creating contacts and companies manually. This functionality helps keep the database organized, contributes to the identification of duplicate records and improves the accuracy of the information.
In the duplicate alert for Contact , when the seller enters the email to register, RD Station CRM performs an automatic check. If the email is already associated with an existing contact, an exclamation mark will appear informing about the duplication. Similarly, when entering the phone, the system also performs the same check.
In the duplicate alert for the company , when the seller enters the company name, RD Station CRM performs an automatic check. If the name is already associated with a company, an exclamation mark will appear informing about the duplication.
Permission to generate API tokens
We've further increased security and information control for users with an administrator profile. You can now enable or disable the option to generate API tokens.
In addition, notifications are sent to administrators every time a token is generated, which reinforces transparency and monitoring of activities and provides more security and control to administrators, providing closer management of the activities carried out.
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2024 says goodbye with the latest news of the year in RD Station CRM!
In addition to a more user-friendly look and feel and an easy-to-read display, we offer strategic macro analysis, including use cases for created, sold, and lost deals. With more accessible data and new visualization possibilities, you can also compare numbers across vendors and teams.
Discover the new report on concluded negotiations , obtain the best strategic and management analysis of concluded negotiations and easily identify points of attention and opportunities for improvement.
Duplicate alert for contact and company records
This new feature was also highly requested by our customers: the jordan whatsapp resource duplicate check alert when creating contacts and companies manually. This functionality helps keep the database organized, contributes to the identification of duplicate records and improves the accuracy of the information.
In the duplicate alert for Contact , when the seller enters the email to register, RD Station CRM performs an automatic check. If the email is already associated with an existing contact, an exclamation mark will appear informing about the duplication. Similarly, when entering the phone, the system also performs the same check.
In the duplicate alert for the company , when the seller enters the company name, RD Station CRM performs an automatic check. If the name is already associated with a company, an exclamation mark will appear informing about the duplication.
Permission to generate API tokens
We've further increased security and information control for users with an administrator profile. You can now enable or disable the option to generate API tokens.
In addition, notifications are sent to administrators every time a token is generated, which reinforces transparency and monitoring of activities and provides more security and control to administrators, providing closer management of the activities carried out.
——
2024 says goodbye with the latest news of the year in RD Station CRM!