January 2017

New features

Add new preference where only admin can delete leads (Expert edition only)
Add new preference where only admin can export leads (Expert edition only)
API: add, update or delete a prospect (a row) in a prospecting list
Prospecting list: after uploading a file, display a wizard to configure properly the columns
Prospecting list: new advanced features for Expert edition like comments, click to call,...

Filter on status for Follow Ups
Add number of results when there is more than 3 results in a prospecting list
When a prospecting list is private to a team, user can only create lead assigned to users of this team
Improvement in the Referral program
When creating a new lead, the categories and the predefined tags inside each category are sorted alphabetically
Improve speed of upload excel files into a Prospecting list
Limit the number of lines to 5000 when importing a file into a prospecting list
Add the Closed_at date (date of WON, CANCELED or LOST) in the export
In the notification email, display the first 15 lines of the lead's description instead of only 5

Fix date ranges filter on All leads or All my leads pages
Fix prospecting list tutorial
Fix display of digest email on old outlook versions
Fix empty the recycle bin when leads belonged to team which doesn't exist anymore
Fix task or follow up deletion
Fix new task form in Follow up templates
Fix import of google contacts in new prospecting list
Fix forecast statistics brackets
Fix response after creating a predefined tag
Fix translation on statistics page
Fix calendar issue in Outlook when no end of appointment
Fix display of # variables in an email, for example, #tags and #step
Fix display of prospecting lists when they belonged to a team not existing anymore
Fix invitation email sent twice to new users for US and Canadian customers
Fix reward email sent too many times
Fix bug when creating a lead from a prospecting list
Fix time zone issue when moving leads in the estimated closing date pipeline
Fix edit step form in Admin
Fix when editing a lead, the duplicate check exclude the current lead
Fix search issue for some users on some account