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Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

Improvement

September 2022 Improvements

September 2022 Improvements
  • Custom Activities now have their own category on the Lead/Contact Search Filter Sidebar.
  • A new "Any Custom Activity" section with "Any Text" and "Status" filters was added to the Search Filter Sidebar.
  • The Opportunity Funnel Report now supports saving, cloning, updating, and deleting reports. Saved reports can be bookmarked and shared across your organization; only the creator can make changes.
  • Importer improvements:
  • Contacts will no longer be merged if only the phone number matches.
  • Field auto-detection now only assigns Lead ID if the data includes Close Lead IDs.
  • Improved error message when the Lead ID field is manually assigned to a column without Close Lead IDs.
  • Expanded the interaction area of selection dropdown options.
  • Contact Name now shows a tooltip when truncated.
  • Fixed-width timezone selection dropdown to prevent size changes while scrolling.
  • Updated the sidebar menu with a new color and design.

Bug Fixes

  • Fixed an issue where exceeding Smart View limits did not correctly display an error.
  • Fixed a problem where adding more filters to the same group would break the search.
  • Fixed multi-contact custom fields on the Pipeline view displaying as a single value incorrectly.
  • Fixed the Help Popover to prevent it from overflowing the screen and blocking the Support message form.

Mobile Improvements

  • Added a clickable backdrop behind the sidebar menu on mobile, closing the navigation sidebar when tapped.
  • Moved the Lead Status selector to the sidebar to improve responsiveness.
  • Fixed popover menus not closing as expected on mobile devices.
  • Fixed certain date pickers being broken on mobile.

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