Notes for October 5, 2024

Monarch

• Introducing Clarity - your solution for automating email and calendar events to be captured as Activities in Monarch. This paid-for integration allows users to connect Monarch to Outlook and automatically sync to Monarch the calendar events that you create, update, or receive as well as emails that you send to customers. With built in intelligence to ignore internal only emails, meetings, and calls, Clarity helps you capture more activities, create more contacts, and ensure even less slips through the cracks. Contact your Success Manager today to discuss how Clarity can help you reduce the swivel chair and up your CRM game! Stay tuned for updates each month as we continue to roll out even more automation and workflows for Clarity!
• Do you wish you could bring in more information to Monarch for your booked and pending dollars? Flex Fields might be able to help you! Flex Fields in Monarch allow you to take additional information from sources such as traffic and billing systems and import them into Monarch as new fields alongside your existing favorite fields like Outlets, Categories, and Offices!  Imagine bringing in a Daypart field and attaching it to your deals for more detailed pending reporting or a New Business status from traffic so you can apply your own new business definition to billing in Monarch. Reach out to your Success Manager today to get in early on the schedule to up your reporting game with Flex Fields and understand how we can help you! Stayed tuned for updates as we continue to enhance and expand the capabilities of this exciting new feature!
• 3 New Notifications exist from the bell in the upper right of each page identifying Accounts, Agencies, and Contacts missing information such as the Address, Title, Phone Number, or Email. These notifications will allow you to make changes within them as opposed to navigating away to profile pages, making this an ideal workflow for going down the list and updating information.
• The Forecast Report can now show the Forecast and Pipeline at the same time with a new option "Both" in the Forecast or Pipeline option when configuring the report. This will ensure that the Pending, Proposed, Forecast, and Pipeline dollars as well as corresponding calculations for each will display on the report at the same time.
• Corrected an error preventing some deals from being created in the mobile view.
• Fixed the Deals Created Report so that it should no longer be showing 0 Days in a Sales Stage when the deal was clearly in the stage for some time.