Exciting news for small business owners! A fresh update to your CRM is here, designed to enhance your experience with Custom Objects. Let’s dive into what this means for you and how to make the most of these new features!
📌 Why This Matters
Having access to Custom Objects can be a game-changer for your business. It helps you organize and manage your data more effectively, allowing for better insights and improved customer relationships. With this update, agencies on the lower plans now have a straightforward path to upgrade and unlock even more features!
✨ What’s New
- Upsell Banner for Users: You’ll now see a helpful banner that displays pricing and upgrade information for Custom Objects, making it easy to see your upgrade options.
- Snapshot Loading for Lower Plans: Agencies on select plans can now load and access Custom Object Snapshots, enhancing functionality directly from the agency view.
🛠️ How to Use It
- Step 1: As a user or admin, log into your CRM account.
- Step 2: Head to your dashboard. If you’re not on the highest plan, the upsell banner will be waiting for you!
- Step 3: If you’re on the selected plans, you can now:
- Load snapshots with Custom Objects into your sub-accounts.
- View and utilize Custom Objects within those sub-accounts.
💡 Pro Tip
Consider upgrading to take full advantage of the new features, as they can significantly improve your data management and customer engagement strategies!
