June 2018
News
- Added the ability to edit tasks in the post-sales process
- Managers now have access to filters and can set permissions for the whole team
- See which activities need performing when scrolling over the Status when you're in the To-Do section of the app
- Automatically add tags to your prospecting list when creating new prospecting lists
Improvements to existing features
- Display the activities in the lead's history list even if the activity has been deleted
- Improve the Status popover to have a better understanding of the fields
Bug fixed
- Fix links redirecting to the leads in the digest emails
- Fix count of items when a tag or excluded tag filter is applied
- Fix date label in the pipeline statistics page
- Fix preference to remove the 'Get started' tutorial that was not displayed
- Fix display of Win graph on the dashboard
- Fix activity count in the statistics which was counting deleted activities
- Fix error when displaying the lead's status popover when the lead had no reminders set
- Fix display of the preference to allow other users to edit leads they can see but they are not the owner
- Fix the edit tags option when the preference on editing leads that don't belong to the user is on
- Fix the update of teams when displaying a lead
- Fix validation when several tags are required in more than one categories