This week, Justin Bowes shares updates to help you improve sales efficiency and performance.

Business App [Customer Management] Delete Contacts in bulk.

[Inbox] Get a clear view of leads ready for follow up with any conversations completed by Inbox Pro's AI-assisted web chat appearing in the main view, complete with contact info for each lead. To view in-progress conversations where the AI web chat has not yet collected the lead's name and contact details, select “Anonymous web visitors” from the view dropdown at the top of Inbox.

Platform [Billing & Payments] Identify manually created retail subscriptions from those that have been auto-created from product activations with the little user icon beside the “Activated on” date of retail subscriptions created manually.

[Customer Management] Delete Contacts in bulk.

[Customer Management] Create Companies quickly by using Google Place Search to find the business and auto-fill the company record.

[Customer Management] Edit Companies and Contacts quickly with inline editing, complete with auto-saving.

[Customer Management] Design improvements on the Company page facilitate identifying which company you’re looking at, with address and clickable website URL right up top with the name.

[Customer Management] More activity types have been added to help you attribute company and contact activity accurately. Set the activity type to SMS, Inbox, or Linkedin from the “More” dropdown.

[Customer Management] Add custom tags to activity notes so you can filter notes related to a certain topic, stage, or characteristic.

[Customer Management] Filter the activity log by new pre-set views to narrow the view to just calls, emails, tasks, etc with a single click. Or filter the list according to custom criteria and save custom views to return to as desired.

[Customer Management] Filter Company and Contact lists by any field/s on those records and save the filtered view for easy access in the future.

[Inbox] Get a clear view of leads ready for follow up with any conversations completed by Inbox Pro's AI-assisted web chat appearing in the main view, complete with contact info for each lead. To view in-progress conversations where the AI web chat has not yet collected the lead's name and contact details, select “Anonymous web visitors” from the view dropdown at the top of Inbox.

[Orders] Sell any products in the Marketplace with or without adding them to your store. When you click “Start Selling” on a product, you’ll be prompted to choose whether or not you want to add it to your store, market by market.

[Reporting] Get sales coaching insights from the new report in Premium Reports, “Sales Activities by Salesperson." View sales activities as a time series to analyze trends at individual, team, and organizational levels. Drill into the numbers to see data on specific activities and find opportunities for growth.

[Snapshot Report] See what date your Snapshot Report credits will refresh each month to avoid running out of credits unexpectedly.