July 2019 Release Notes

What's new:

Customize your dashboard ⚙️

Screen_Recording_2019-07-29_at_02.48_PM.gif

Adjust the Contact Type when you win an Opportunity 👥💵

Win_Opp_Conversion_Contact_Type.gif

You can now rearrange the order and rename previously locked default fields for Sources 🔹

Sources_Reorder_rename_setup.gif    Screen_Shot_2019-07-29_at_2.01.03_PM.png

You can now rearrange the order and rename previously locked default fields for Loss Reason 🔻

Lost_Reason_Reorder_Rename_setup.gif.gif     Screen_Shot_2019-07-29_at_2.02.41_PM.png

Improvements:

  • You are now able to create a lead that includes a space in the front or end of the email
  • Fixed an error on the Opportunity List and Pipeline view after navigating around for 3-5 seconds
  • We now display Google Contact Sync status in Settings

Workflow Automation updates 

  • Added Opportunities fields to "Check Once a Day Trigger" 

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