1. Xero integration block displays Quotes in Deals, People and Companies sections. All Quotes are in one tab disregard of the status and ordered by the statuses and date created/date updated.
2. QuickBooks integration block displays Estimates in Deals, People and Companies
sections. All Estimates are in one tab disregard of the status and ordered by the statuses and creation date/date updated.
3. Insights > Marketing > Deals by source report updated with a new filter by the Sales pipeline.
4. Users will be informed about stopped email sync by emails. Email notifications depend on the reason why the sync stopped. 1. Invalid credentials - the user changed the password of the email and must change the password in Teamgate as well. 2. Stopped sync by clicking Disconnect in the settings. 3. Other errors. See the example of the email.
5. The option to create deals from Inbox and Sent tabs were added. By clicking the ” + ” the new pop-up window to create a deal shows up and the content of the email is attached to the deal card.