Release date: November 20, 2020
New feature:
Introducing new Dashboard visuals
- Added two new graphs in dashboard that are ‘Overview’ and ‘Leads generated by lead source type’ for managers and super manager to explore.
Bulk import salespersons
- Managers can now import salespersons in bulk into their respective tenants
Duplicate lead source
- Managers can now duplicate lead sources
New input field types for lead details
- Three new field types have been added into Manager portal which are number, checkbox, and dropdown
Enhancements/fixes:
- Improved project filter in dashboard table
- Swapped notes column with added notes column on lead table
- Added number, single line and multi line for lead input fields
- Added date picker in lead table filter
- Implemented save feature for budget input in CPX report
- Report and management tables have translated date picker in the date filter
- Implemented win function for leads on lead details page for managers
- Included a column to display sales teams in project table
- Improved Won screen template and default fields by adding 'allow invalid' checkbox
- Improved report function to remember reports settings when navigating away
- Improved the loading time on Salesperson app status report
- Implemented a new styling for date picker to easily choose year & month for follow-up date in create, copy, transfer, and update lead status actions
- Fixed broken pages for lead sources. Show 'Mapping field' tab when lead source use manual mapping
- Fixed log for ‘lead created’ is not display in lead action log
- Fixed ‘No Credentials Error’ in Exports
- Fixed edit dropdown type in input fields
- Fixed issues in Create input fields where it doesn’t save
- Fixed the glitch on lead pagination
- Fixed issue where the Lead source table breaks when sorted by lead source type
- Fixed copy lead function in lead table and details
- Fixed issue on unable to create lead with a single salesperson
- Fixed issue in dashboard regarding displayed no report associated on a particular date
- Fixed issue on Project table where search result should show all that contain the search string, not the exact match
- Fixed issue regarding editing extra field in lead details
- Implemented ‘Refresh token’ when there's a credential error on download export files
- Fixed issue with edit lead import table where it would change dropdown to autocomplete for 'project', 'original source', 'salespersons', and 'meetUps' columns in edit lead import table
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