New - Activity Action Options
New Activity Action options * We have added two new actions, Force Close and Reopen to the activity action menus. * Both are controlled by Permissions To enable these, Brokers will need to go into Admin, Permissions, pick the permission groups (managers, everyone, DC, up to you), then expand bond permissions…
Enhancements in Post-Purchase Marketing Analysis for Better Customer Insights
Introduction: Post-purchase marketing analysis plays a crucial role in understanding customer behavior and enhancing customer retention strategies. In this article, we will explore the recent enhancements made to the post-purchase marketing analysis report, focusing on its structure, visualizations, and metrics. The r…
