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May 2018

News

  • Added mass update on Standby status. Now you can postpone several leads for a few days or set the same reminder date for multiple leads
  • Added a preference so customers can remove their ID from usage statistics
  • Upgraded our Term of Service with the new GDPR regulation and added checkbox when creating an account

Improvements to existing features

  • When creating a lead from an email, you can now add the new properties: #amount and #probability
  • Added the total amount on the lead's list
  • Added a button on billing information to start the subscription before the end of the trial

Bug fixed

  • Fixed lead creation from pending bcc emails when the user is admin and the email doesn't belong to her/him
  • Fixed Client Folder page performance
  • Fixed typo in the QuickBooks redirect page
  • Fixed pipeline "more" button that was not working after moving leads
  • Fixed column header in prospecting list
  • Fixed links in the email digest
  • Fixed lead's creation performance when checking the duplicate leads
  • Fixed privacy when exporting the leads from a Client Folder page
  • Fixed bcc emails not parsed sometimes with an encoding issue
  • Fixed account creation coming from Google Chrome Store
  • Fixed issue on the estimated closing date pipeline
  • Fixed prospecting list first line: it was still editable even if a lead was created
  • Fixed filter by steps when multiple steps were selected

Bug fixed Mobile app

  • Fixed mobile synchronization