New Navigation UI
- The menu items are now more easily accessible, which means fewer clicks to get to the Leads, People, Companies, Opportunities and Projects list views.
- The Dashboard menu more clearly distinguishes the top navigation from the side navigation.
- We're welcoming the new year with a fresh look we hope you enjoy.
UI/UX IMPROVEMENTS AND BUG FIXES
Google Sheets Add-On Improvements
- Additional fields can now be exported to Google Sheets including record IDs, contact info of primary contacts, opportunity loss reason, task reminder date, task completed date, multi select custom field options.
- Learn more about the Google Sheets Add-On.
Google Calendar 2-way sync
- All your Google Calendar events now show on your Daily Agenda. Prior to this change, only events that included contacts in ProsperWorks would appear.
- With an upcoming release we will make it easier for you to add contacts from calendar events.
Pipeline Progression Report
- Faster loading of the Pipeline Progression Report (accessible from the Opportunities list view).
- The values at the top of the Pipeline Progression Report will now load immediately.
- When converting leads, you can now see fields in the order defined in the Detail Field Order setting page.
- We fixed a bug that was causing errors when filtering by Activity Type.