6

Custom Insight Cards are a very powerful feature and the core CE applications, Sales, Customer Service, Field Service and PSA benefit hugely from this feature. My suggestion is to include custom Insight Cards in Customer Engagement Plan and Application Enterprise licenses.

STATUS DETAILS
New

Comments

A

Now that the new licensing is out it would be good if Insight Cards could be included in the core CE app licenses. It is a shame, that, to get just the custom Insight Card functionality that a Sales Insights add-on license is required

Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis)