Product Updates

June Improvements

What’s New‍

• We'll now display an in-app banner reminding you whenever you have a task set to be completed at a particular time. The reminder bar will be shown 5 minutes before and for 30 minutes following the task's set time. You can mark this task as done, snooze it, or navigate to the associated lead directly from the reminder bar.  We hope this makes following up at the agreed time with folks easier on you and your teams! 

• If you’re using our Call Assistant feature, you can now easily copy the transcription from Calls and Meeting activities that have a recording or voicemail transcript.

• When using Snippets, you can now reference custom fields within the quick insert menu.

• The AI Rewrite Assistant was added to the email templates editor. Now, you can use AI to edit or create email templates more efficiently.

• To make navigation faster within our admin settings, we’ve added search and filter options to Custom Activities, Custom Objects, and Shared Fields screens.
• The Contact dropdown on the Lead Page now sorts Contacts alphabetically instead of by the date they were added.

‍