- The Marketing report "Deals by Country" was updated with two graphs "Won by Country" and "Lost by Country".
- The tasks, meetings and activities export file was updated with the information to which People, Company or Deal the particular task is related to. (Example)
- The graph "Sales Plan vs. Sales Results in last 12 months" was updated with the additional information of Overdue Deals Forecast. All overdue deals are included in the current month's graph and marked in red. Before the update - overdue deals were not included to the forecast. (Example)
- A new functionality has been implemented that allows a user to easily change the activities and contacts owner. It is available to select the period of time for how long active deals, scheduled meetings, calls, and activities should be assigned to another user. If you want to re-assign the activities and contacts for other user (deactivated users are included) - navigate to Settings > User management > click on the name of the user > click Change contacts and activities owner (Example). If you want to assign your activities and contacts - navigate to My Profile > click Change contacts and activities owner. (Example)