For once, this Salesflare product update is more about data management than customer management.
And this is because data management is the basis for better customer management.
This foundation has been enhanced with a new Tag Manager, which will give you better control over your tags, and the ability to export reports and dashboards, so you can easily share them outside of Salesflare.
Here’s what’s new!
Manage your labels more easily
If you’re like many others and bahamas phone number data regularly apply labels, you may find yourself in a situation today where a little cleaning would benefit you.
You may want to:
- See what tags you have
- Remove unused tags
- Merge similar tags
- Fix incorrect or poorly imported tags
- And, optionally, disable auto-tagging
All this is possible with the new tag manager!
All you need to do is how do you identify a good website go to Settings > Manage Tags.
Filter, sort, or search to find the right tags. See how often tags are used and on which entities. Rename, merge, or delete them.
Additionally, to turn off auto-tagging of accounts, click on the three dots at the top right to find the option.
Enjoy it!
Note that if you want to add data b2c reviews to Salesflare, custom fields are often a better option than tags. They allow for a cleaner and clearer way to store information. If you want to categorize accounts, for example, a dropdown or multi-select dropdown will probably work better.
Export Dashboards and Reports
Want to view your dashboards outside of Salesflare?
You can now download a report as an image to use in a PowerPoint.
If you would like to print the full dashboard, there is an option available at the top right of each dashboard.
Let us know what you think!
Many other improvements and bug fixes
We’ve fixed bugs you reported, improved performance in a few places, tweaked app flows, and more. As always, keep your feedback coming via the live chat on our homepage – we love it!
Coming soon…
- Custom fields that can connect to anything
- A new Outlook add-in with wider support
- Future-proof website tracking
- More opportunities to discover new tracks .