
SMB
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Recent activity by SMB-
Set Notifications for All Users.
As an Admin role, we need to be able to have more control about universal notifications. Such as when a deal reaches a certain phase, or created or closed. That currently has to be set per user. Th...
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Create Dashboards for Groups/Teams
In most CRMS/Account Management Tools, such as Salesforce, Hubspot and Client Success, you can create a dashboard for certain teams. Its much easier for me as an admin to go in and create what we k...