News

Database Management

Stéphane Depaepe

14.05.2024

Simplified search in Actions List

Hello You can now use full words to filter actions in the Actions list tab Example: if you wanted to search for completed meetings, you had to type action = MTG. You can now also type MEETING in full In the same way, you can also find MAIL IN and MAILS OUT...

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Database Management

Nadia Ben Jelloun

18.10.2023

How to generate ROI with a PRM: 3 tips to apply immediately

Let's get straight to the point: You carry out B2B prospecting activities. The aim is to find customers quickly. That means setting up promising first meetings and turning them into good, profitable customers. Unlike a CRM, a PRM is focused on prospecting....

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Database Management

Stéphane Depaepe

31.03.2023

New feature: Magic Mail with the magic wand!

Nicolas has developed a new feature to make your prospecting easier: create your prospect's email address with a wave of the magic wand 🪄 This will save you time and helps avoid typing errors in the person's name. This magic wand appears on the contact record...

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Database Management

Yasmina Kabdani

16.02.2021

New feature: DELETE company

From now on, when you delete a company, it appears in red like this: The "Restore" button lets you restore the company if you made a mistake or if the company becomes active again. When searching, you can tick the "Show deleted" filter in the Companies tab so...

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Database Management

Yasmina Kabdani

04.01.2021

New feature: FAQs tab

We are pleased to bring you this new feature in Database Management: an instant answer to all your questions about using it, namely the Frequently Asked Questions (FAQs), also known as "Foire Aux Questions" in French. When logging in to the DM, you have...

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