We’ve added a new connection to PipelineDeals and improved the user list to help you manage larger number of users in your account.
PipelineDeals is the latest CRM integration we’ve added to Easy Insight. You can use Easy Insight to optimize your sales process, improve your understanding of lead flow, and combine your CRM data with other systems in your business.
One frequent request we’ve received from customers with large numbers of users is for the ability to see the specific data level security settings for all listed users. You can now do this from the user list by clicking on the gear icon in the upper right and choosing ‘Show Persona Configuration’. This selection will add the various persona filter columns to your user list as shown below: