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Release notes 2018-11-22
Release notes 2018-11-22
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Insights

  • The Marketing report "Deals by Country" was updated with two graphs "Won by Country" and "Lost by Country".

Activities export

Dashboard

  • 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.

User management

  • 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.

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