Key Updates
- New Activity Dashboard: View the calls, meetings and emails for your team including dynamic filtering and sorting. Quickly see the trends by day, week or month.
- Help Overlay for Deal Pulse Mode: Make it easier to learn what each section of the deal view does.
Details
Activity Dashboard
New Activity Dashboard
The Activity Dashboard is a single screen view into the activities of your sales team. You can see a summary table, a chart showing engagements over time, and a list of the engagements.
- Filter by date range, owner, and whether the activity is tied to a deal or a lead.
- Sort any column—meetings booked, rescheduled, call connects, talk time, email counts.
- Click Meetings, Calls, or Emails in the table header to filter the chart for that type.
- Click a rep’s name to filter the chart for that owner.
- Group the chart by day, week, or month.
- Toggle to hide duplicate meetings.
- Internal emails are removed automatically.
Read More about the Activity Dashboard
Help Overlay for Deal Pulse Mode
Help Overlay for Deal Pulse Mode
The Help Overlay for Deal Pulse Mode is a new feature that helps you understand what each section of the deal pulse mode does.
- Click the question mark in the top right corner of the deal view to open the help overlay.
- Hover over the section you want to learn more about.
- Click the close button to close the help overlay.
Read More about Deal Pulse Mode
Next Steps
- View All Release Notes: See complete release history and updates
- Log In To Data Parrot : Experience these new features in your account
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