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Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?
First off, we’d like to say ‘thanks’ to all of you who have taken time to drop us a line or even call regarding your excitement about the Copy Widget and Copy Dashboard features we released a few weeks ago. We knew they would be helpful, but we severely underestimated the impact these new features would make with our users, so thank you for sharing that positive feedback.
Wrapping up the month of May strong! This last week we finalized two super insightful report templates as well as a handful of performance enhancements to make Graphly a much snappier app. I hope that after reading this post, which I’d consider the cliff notes version, you’ll continue on to our in depth videos for these new templates.