Get the Most Out of SalezShark New Features
Get the Most Out of SalezShark New Features
SalezShark is here
again with a new set of features to elevate its users’ experience to a new
level. These new features entail “SalezShark Notifications”, “Add and Update
functionality via Bulk Import in Account Module”, and “Map Dependency”.
1.
SalezShark Notifications
CRM Notifications alert their users about
various activities or actions that occur in the CRM. These notifications are
action-based alerts that can be related to actions performed in any of the existing
accounts. These notifications help users to manage their workflows effectively
and help them to keep track of any change happening in any of the accounts.
Generally, CRM notifications are in the form of email, SMS, in-app, and push.
CRM notifications are highly customizable as per the user preferences, so users
can customize their notification preferences. SalezShark CRM provides a large
selection of different notifications that alert users for any action performed
in the CRM.
SalezShark Notifications feature
allows users to receive action based notifications in the application. These
notifications are alerts associated with an action performed in the CRM across
the modules: Lead, Account, Contact, Opportunity, Activity & Task,
Forecast, Campaigns, and Reports. SalezShark notifications can be received by
users in the form of an Email, SMS, and In-App. The app will enlist all alerts
under the Notification (Bell) icon. Let us explore what are the main features
of SalezShark Notification:
·
All SalezShark CRM users can use the
Notification feature.
·
Notifications are in the following
types- Email, SMS, In-App, and Push, for specific actions.
·
Users can configure their
notifications from Notifications Settings Tab under User Profile.
·
Notifications across Modules: Lead,
Account, Contact, Opportunity, Activities, Forecast, Campaigns & Reports.
·
By default, the in-app notification
can be enabled for the actions performed across all modules.
·
Users also have an option to disable
Email, SMS & Push (Later Release) notifications.
·
If any notification type is disabled
by the user, he/she will not receive that notification type for any of the
actions performed in a particular Module.
·
A new animated notification alert
icon has also been added to the application.
2.
Add and Update functionality via Bulk Import in Account Module
"Salezshark’s
Add and Update functionality via “Bulk Import" allows users to add new and
update existing records into the account module based on the unique field to
find existing records that match those in the import file. This option helps
users to filter existing records that need to be updated. Let us explore what
are the main features of Salezshark’s Add and Update functionality via Bulk
Import
·
The Administrator or a user with the
Import (Account) Profile Permission will be able use this feature.
·
Users can add the new Account via
Bulk import
·
Users can update as well as Add new
account through Bulk import
·
With the help of unique field, Users
can update the existing Records
·
While updating the existing records,
the values of the columns in the file will overwrite the value in the account
module.
·
In case if the values for a few
columns in the file are found empty, then they will not replace the existing
field values of the records with empty values.
·
The supported formats is Comma
Separated Value (CSV)
·
Once the Import process begins, you
cannot cancel it.
·
Users will receive an email once
import is completed.
·
All Failed Records are attached in
the Email.
3.
Map Dependency
Salezshark’s Map
Dependency feature will allow users to create dependent fields whose values
depend on another field's value. For each value of the selected Parent Field,
users can enter the corresponding values for the child field. These values are
mapped to each other and can be used in the various Salezshark forms.
Users can create
dependencies between fields in a module where there will be a parent field or
the controlling field and a child field or the dependent field. The parent
field would control the values that need to be populated in the child field. . Let
us explore what are the main features of Salezshark’s Map Dependency feature:
·
The Administrator or a user with the
“Admin” permission will be able to set the Map Dependency in an Organization
·
Admin can create the Map Dependency
for all modules- Lead, Account, Contact & Opportunity, from Customization
Tab, in their Administrator module.
·
Users can create any number of
Dependencies in any module.
·
Users can create dependencies between
fields in a module where there will be a parent field or the controlling field
and a child field or the dependent field
·
For map dependency fields, the parent
fields must be a single pick list, and the child fields can be a single pick
list or a multi pick list.
·
Once a field is add as child field
for dependency in a module it will not use as child field for other dependencies
in a module
·
To remove the parent field from the
form with the child fields still in the form, users need to remove the mapped
child fields before you can remove the parent.
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