The features listed above are just some of the updates we’re making this year. Here are some of the ways we’re improving our automation. At the beginning of this year we created four new template collections focused on deal-taking sales funnels. Interact with prospects Keep your prospects informed. Optimize your work to simplify your daily activities. External applications will connect to your other tools. You can also share and transfer ownership of automations they own to an admin. Administrators can transfer automation ownership to anyone on their team. Global administrators can share automations with all other users in their company account.



Users without automation permissions can only see automations shared with them. Global administrators can also view the entire execution history of a shared automation while other administrators and regular users can only view information related to executions they own. Another great change to automation is the wait condition step which allows you to perform an action within a specified period of time as long as it meets a condition you Email Marketing List define. Insights This year we’ve made a major update to enhance collaboration among team members. Collaborate in real-time. Share reports and dashboards. Copy. Copy existing reports and dashboards to save time. Data Export. Download all key data in list view for anytime access to your contacts.






Reports Build reports on people and organizations and get detailed actionable insights on contact data Customizable Colors Better visualize your sales data by selecting custom colors for specific segments, pipelines, transactions, and areas You can now customize Transaction Cards and Sorting Filters Group transactions and use favorite tabs to easily find the most important data. We've also added a new custom field option to enable users to calculate formulas and results based on data entered into other fields. Here are some of the other areas we introduced in 2017 Pipeline Specific Fields Hide certain fields in specific pipelines to organize transaction details.