For Teams, we’ve added the Deal Owner information to the Deal Export.
On the Deal List page when you click export, you will find the owner of the deal in the last column of the export.
⭑This helps track team production, all from 1 exported list⭑


On the Deal List page when you click export, you will find the owner of the deal in the last column of the export.
⭑This helps track team production, all from 1 exported list⭑
You can now use a pipe “|” character to combine multiple searches. This is
The Deal Settings screen has been updated. ✨ For each field, the edit, the
When you use the refresh option on one of the Dashboard Widgets, it will
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.