Use the new Advanced Filters and start analyzing your Companies, Contacts, Opportunities and Orders in-depth and in an autonomous and easy way.
While basic filters only allowed for searches based on the exact values of a field, advanced filters allow for more complex searches, based on a vast range of options associated to any fields of any entities.
Start elevating your analysis with the new Advanced Filters!
You can now have visibility on all the activities associated to the sales process of each of your Opportunities by easily linking the related Emails and Calls.
You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process.
This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:
Do you want to know more details to make the most of this functionality?
Available on Android and iOS.
We understand there's information about your Accounts that you must be able to find quickly.
This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:
The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!
Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.
Do you want to know how?
The improved version of our API library is already available. There, you will find the guidance you need to build integrations for ForceManager.
These are the main improvements that come with the new version:
With the new version, admins will be able to build integrations without depending on the help from a ForceManager success agent.
Visit the APIs library: