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Streamline Your Workflow and Enhance Flexibility

August 16, 20244 min read

Discover the Latest ZedNow Features: Streamline Your Workflow and Enhance Flexibility

ZedNow is committed to helping businesses succeed with tools that enhance efficiency and flexibility. The latest features—Task Reminder Notifications, Bulk Edit Opportunities, and Multiple Meeting Location Enhancements—are designed to make your daily tasks smoother and your work more productive.

Let’s dive into these exciting new updates and see how they can elevate your workflow.

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1. Task Reminder Notifications: Never Miss a Tas Again

Staying on top of your tasks can be a challenge, but with ZedNow's new Task Reminder Notification feature, you'll never miss an important deadline again. This feature allows you to set up reminders for your tasks, ensuring you stay on track throughout the day.

  • Customizable Reminder Times: Everyone has their own rhythm, and ZedNow respects that. You can now schedule reminders at times that suit your daily routine. Whether you need a gentle nudge in the morning or a late afternoon reminder, you’re in control.

  • Multiple Notification Channels: To make sure you don’t miss a reminder, ZedNow offers multiple ways to receive notifications. Whether you prefer push notifications, SMS, or email, you’ll get the alert in the way that works best for you.

  • Daily Notifications: You can set up daily reminders for both due and overdue tasks.

  • This feature keeps you informed about what needs attention, helping you prioritize your work effectively.

This feature is currently available in Sub accounts > Labs > Daily Task Reminders, making it easier than ever to stay organized and productive. No more slipping tasks—ZedNow keeps you on top of your game.

2. Bulk Edit Opportunities: Update Multiple Opportunities with Ease

Managing opportunities across multiple pipelines can be time-consuming, but with the Bulk Edit Opportunities feature, ZedNow streamlines the process, allowing you to update several opportunities at once.

  • Bulk Selection: Instead of editing opportunities one by one, you can now select multiple opportunities simultaneously. Whether you’re updating a few or an entire list, you can easily select them all with just a few clicks.

  • Multi-Field Updates: ZedNow empowers you to update or clear various fields across your selected opportunities. You can modify standard fields like Pipeline Name, Stage, or Owner, as well as any custom fields you’ve set up, all in a single action.

  • Pipeline Management: Transitioning opportunities between pipelines has never been easier. With this feature, you can move opportunities without worrying about losing any crucial information. Everything stays intact as you update your workflow.

  • Bulk Action Monitoring: Transparency is key, and ZedNow's Bulk Actions page lets you track the progress of your updates. You can monitor the success rates of your bulk edits and identify any errors that may occur, ensuring that your changes are accurate and effective.

This feature, now live in Labs under Sub accounts, simplifies pipeline management, giving you more time to focus on what really matters—closing deals and growing your business.

3. Multiple Meeting Location Enhancement: Flexibility in Scheduling

ZedNow's calendar system is even more powerful with the Multiple Meeting Location Enhancement feature. Whether you’re hosting meetings at various locations or allowing clients to choose their preferred spot, this feature gives you the flexibility you need.

  • Display Label for Custom Location: Privacy is important, and now you can protect it while still providing clear information to clients. With this enhancement, you can add a display label for your meeting locations. For instance, you can use a placeholder name like "New York Office" that will appear on the booking widget. The actual meeting location remains hidden until the booking is confirmed.

  • Ask the Booker: This new option takes personalization to the next level. When scheduling a meeting, you can enable the "Ask the Booker" feature, allowing clients to input their preferred meeting location. This input becomes the reference for all future communications, ensuring the meeting is convenient and tailored to their needs.

To utilize these enhancements, simply navigate to your calendar settings, select your desired calendar, and make the necessary adjustments. The added flexibility will not only make scheduling easier but also enhance client satisfaction by providing them with choices that suit their needs.

Why These Features Matter?

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In today’s fast-paced business environment, staying organized and maintaining flexibility are crucial. ZedNow’s latest features are designed with this in mind, offering tools that make task management, opportunity updates, and meeting scheduling more efficient and user-friendly.

  • Enhanced Productivity: By automating reminders and streamlining bulk updates, you can focus more on strategic tasks rather than routine administrative work.

  • Improved Client Experience: The ability to customize meeting locations and let clients choose their preferred settings enhances satisfaction and builds stronger relationships.

  • Time-Saving Solutions: These features save you time, allowing you to manage your day more effectively and reduce the stress of manual updates and scheduling.

 

 

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