Spring 2024 Features

Owned by Steve Evans
Last updated: May 17, 2024
1 min read

Interactions Enhancements

Power Filters

Toucan Diary

Deals (Customer/Lead)

Customers Multiple Views

Customer Profiles (My Analytics )

Who Is Buying This Product

Call List Feature

 

Miscellaneous Changes

  • The term 'Lead', used across Toucan, can now be renamed to something different (eg. Prospect)

  • The term “Sales Rep” can also be renamed to something different. (eg Acc Mgr, ASM, TM etc).