March 2018

News

New mobile version with redesign and new features
Plan and log sales activities with the Activities feature
Open and add attachments to leads and comments
Access and search for leads that belong to other users (strictly depends on your privacy settings)
View activity feed and filter user/team level
User-interface improvements: a) See the activities you have scheduled for the day at a glance. b) Swipe left to delete attachments and comments c) Better structured lead fields
Improved synchronization system
Minor bug fixes
Fix ordering leads

Allow admin to edit the Meeting Activity
Retrieve phone numbers on LinkedIn with the Lead Clipper and better match email/phone
Replace the tag's cloud on the result page of the search by a drop-down menu
Better prospecting list display
Completion search and Search improvements with a faster version and optimization of requests

Fix API when deleting an attachment
Add error message when the account name is not correct when trying to connect with Zapier
Fix timezone in the calendar for activities
Fix login error when coming from propipelines.com
Fix tags button on unassigned leads
Fix bug when editing a comment
Fix issues when sometimes the add and bcc emails were not processed
Fix edition the email links in the lead's description
Fix drag and drop in the Activities form in Admin panel
Fix follow-up form for Starter accounts
Fix double click on all forms
Fix bcc email processing when it was set to an action email
Fix next action date with summer time changes
Fix RingCentral call when there is no recording call attached
Fix Xero links on a lead page which slow down the page display