CEO of GreenRope and Author of CRM for Dummies, Lars Hegelson open himself up to all GreenRope users and interested attendees alike to share details about GreenRope's latest updates, how to turbocharge your CRM, and of course, what's to come in 2018.

1. GREENROPE
NEXT GENERATION CRM

2. CUSTOM OBJECTS
NAVIGATION CHANGES
FUNNEL PLANNER
BIG CHANGES

3. NEXT GENERATION CRM
CUSTOM OBJECTS
▸ User fields vs custom objects
Name, Address, City, State, Zip, Income, Favorite Sports Team
OBJECT
- - ATTRIBUTE
-ATTRIBUTE
OBJECT
- - ATTRIBUTE
-ATTRIBUTE
OBJECT
- - ATTRIBUTE
-ATTRIBUTE

4. NEXT GENERATION CRM
CUSTOM OBJECTS
▸ Examples
▸ Real estate transactions
▸ Jobs done
▸ Shipping
▸ Test account walk-through

5. NEXT GENERATION CRM
NAVIGATION CHANGES :: NEW REPORTS TAB

6. NEXT GENERATION CRM
NAVIGATION CHANGES :: ACTIVITY DEFINITIONS
▸ Account > Settings

7. NEXT GENERATION CRM
FUNNEL PLANNER

8. NEXT GENERATION CRM
NAVIGATION UI UPDATE :: CONTACTS AND TO-DO LIST

9. NEXT GENERATION CRM
UI UPDATE :: DRAG DROP OPPORTUNITIES VIEW
Drag and drop opportunities Kanban, with built-in path awareness