Note: Insights and Products sections are for Enterprise Plan users only. See how to upgrade your plan here.
When entering new Lead, People or Company manually, there is only one field required - Leads/People name or Company title. Now Teamgate allows making more fields required. Without filling the information to the required fields - the system won't allow saving the new record. For more information read: Required fields.
New setting for deals allows to automatically set the calculated value of the products' cart as a value of the deal. When this functionality is enabled - the button "Save" will be changed to "save + update deal value" button when assigning products to a deal.
New setting for deals allows planning the activities more efficiently. When this functionality is enabled - the system will automatically offer to create new activity when the last activity assigned to a deal is completed.
New functionality allows deactivating "Leads unqualified reasons" that are no longer in use.
Implemented new filtering criteria "Product" in the filter of Deals pipeline and Deals list.
Deals pipeline and Deals list were improved by adding the additional icon to display the number of products added to the particular deal.
New improvement allows editing "Unit price" when assigning products to a deal.
Launched the Product categories feature. It is now available to group products into categories. For more information please see: How to create the category for the products?
Updated goal settings. It is now available to set goals for the products sold per employee for the selected period of time.
Added new chart in Insights > Products > Products by Employee. This chart allows analyzing how many products were sold by the employee.
Added new chart in Insights > Products > Products by Category. This chart allows analyzing which categories of the products are the most profitable.
The search started showing results by the new criteria "Registration code" of the company.
Ability to view tags on the mobile app.
Ability to view relations between activities and contacts in the Agenda view.
UI
The design of the massive action buttons has been changed in the Leads, People, Companies, Organizer and Deals lists.
Developers
Updated API documentation regarding the Products.
Added ability to assign random user responsible for the contact.
Launched integration with Integromat.