With this release we’ve listened to requests and focused on improving your experience and quality of life when using PROPEL.
SITE RESPONSE
Send Questions to Sites
Send a quick specific set of questions to your potential sites, allowing you to get key information and insight
Track responses and pull a report of sites’ answers to easily access and compare answers
RECORD LISTS
Edit Multiple Records at Once
Easily edit multiple records at one time without having to leave a list page.
Updates can now be made faster and more efficiently
SURVEYS
Reschedule a Survey
Easily change your survey’s scheduled send time by selecting the newly added “Reschedule” button and entering a new time and date, saving you the step of having to cancel and resend
GENERAL
Access Related Items Faster
We’ve reviewed and restructured the Related Panel to make it more organized and easier to find relevant items
PROPEL Tip
Do you have duplicate Contacts or Accounts? You can now request the ability to merge duplicate records. Simply submit a case or reach out to your CS representative to begin setting up this feature.
Once set up, easily identify potential duplicates, and select which data to keep when merging records.
