Introducing All New Sales Dashboards
Introducing new sales dashboards that give users a better way to analyse their sales.
New media folders that let users access approved content anytime
Version 2021.1 brings you Media Folders, a better way of organizing approved media content for users.
Selecting media during virtual calls is now easier than ever
With a single tap, users can easily find and select the media files they want to present, and then play them at the right time.
New calendar highlights let you find events in Planner more easily
Users can now manage their calendar preferences to show whether there is an event on a particular calendar date.
Add customers to coaching calls and share attachments with your reps
New fields in Planner allow field managers to add customers to coaching calls and connect those calls to customer records.
Create contracts and consent forms directly in Inception CRM
Contracts gives users a quick and compliant way to prepare legally-binding agreements with customers in minutes using predefined templates.
