All new feature releases and enhancements to current features during the month of April
- Settings – Default landing module for the agents
- Quotesheet – Quotesheet for Agent’s Public Profile
- Pipeline Manager – Add Quotes in dealcard details
- Pipeline Manager – Change stage right from dealcard details
- Pipeline Manager – Mark due date as complete in deal card
- Pipeline manager – Create multiple accounts with a single contact
- Pipeline Manager – Add reason for the lost deals
- Pipeline Manager – Scheduler (Like Calendly)
- Pipeline Manager – Lost deal Automation
- Contacts – Merge contact
- Contacts – Ability to select multiple contacts for Action or edit
- Integration – Default Application for Voice calling
- Engagement – Move Templates from a folder to another and share folders
- Google review – Review Widgets Import option in Admin Account
- Filters: Contacts and Opportunity
- Other Enhancements
- Copy Clipboard for the files upload or Screenshot
- Save and Print Timeline
- Custom Fields
- Template Builder: Preview Option
Additional Notes: Backend Activities
- Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
- Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
- Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
- Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.
