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Release notes 2017-01-24

Giedre -

Login

  • Login to Teamgate CRM using your Google or LinkedIn accounts.

 

Leads

  • Optimized Leads conversion to a Contact or/and Company time. The process became faster.

 

Files

  • Changed the style of file's title. From now on it is showing full file title. 

 

Organizer

  • New feature to enter a description when creating task and call. Create events straight from calendar
  • From now on it is available to make a call from Agenda. Agenda
  • Fixed issue, that caused to duplicate completed calls on the Dashboard.

 

Insights

  • Updated Won/Lost insights report. From now on it is available to analyze results by sum. Insights > Sales results > Won/Lost Sales Results: Won/Lost
  • Updated "Deals by Country" and "Leads by Country" reports. It is now available to filter Deals by State. Insights > Marketing > Deals by Country. Marketing: Leads by Country report

 

Data migration

  • Implemented a feature to import Leads, Contacts and Companies using VCF file format. This allows to migrate data from MAC address book, Google contacts, etc. Import & Export

 

 

 

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