October 2019
News
- Display the prospect created date on the prospect browse popup window
- Pre-fill the estimated closing date when creating a lead based on the average time to win leads
- Add a filter on leads by logged activity on a date range
- Add two filters on Client Folder list: with won leads and without won leads
- When duplicating a lead, it is possible to attach both leads to an existing Client Folder
- Add export button on Statistics data table
- API: create a lead from a prospect
Mobile application
- New version of the application (7.1.3) to fix some issues on notifications
Improvements in existing features
- Be able to sort out the admin bookmarks
- Add "me" privacy when creating a prospecting list
- Always display the lead's creator in the history of the lead
- API: add the number of comments on a prospect
- API: list only the non-deleted prospecting list when retrieving them
- Display lead's counter between leads navigation in the popup window
- Add the date of the first activity on a lead in exports
- API: be able to filter leads from an attribute key defined in the account
- API: be able to include the unassigned leads in the list of leads
Bugs fixed
- Fix bug when updating a lead on Edge browser only
- Fix activity count in Statistics when the activity is not an outcome and the statistics are not grouped by parent activity
- Fix bug on prospecting list when trying to activate/deactivate a prospect
- Fix lead's creation from a prospecting list owned by a team that has been deleted
- Fix unable to update a lead when there was a bad character in the title
- Fix errors when clicking on the browser's back button
- Fix ordering bookmarks in the bookmark creation window
- Fix Google and LinkedIn search from the prospect view