We released another 3 new features in February. These features are focused on enhancing the ProposalPoint experience for organisations with multiple offices. The details of the features are outlined below:
We have introduced a new feature that allows offices to create groups within an instance. This is a powerful function as this enables offices to have unique default content per template for each group under one instance.
Assigning Users to Multiple Groups:
With the introduction of the Grouping capability for an office, we have also introduced a new feature to allow a team member to be allocated to multiple groups within the office.
Marketing Schedule – Group based:
We now have added the option for you to add group based Marketing Scheduled items and packages.