Mobile app
Leads
-
Implemented new possibility to sort leads list.
-
New possibility to enter lead unqualified reasons and review this report in the insights module: Leads – unqualified reasons report.
-
Fixes: it wasn’t allowed to assign the custom field to a lead.
Deals
-
Implemented a new feature that allows entering multi-loss reasons, after losing a deal.
-
Fixed issue: the system didn’t allow to select the currency after you win a deal.
Filtering
-
From now it is possible to use the filter option “by city” and enter not full title, ex.: “Viln”.
Global search
API
-
Supplemented documentation to receive currency list and
-
to count a lead score.
Other small fixes and improvements in the calendar, demo data, insights, dashboard and contact cards.