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July 31, 2024
Mejoras
Mejoras de julio
What’s New
This past month, we updated the design of old activities making them less prominent in the Activity feed. This change will help make the activity feed easier to scan so your team can quickly find and reference important information. As activities grow stale and go without a reply, they will become less prominent in the Activity feed.
Here is an example showing two different email threads. The first is an activity thread that has been replied to, while the second is a generic marketing email from a mass sender with no replies.
Note - clicking on the activity allows you to view it as any other activity. No information is deleted or lost unless someone explicitly deletes it.
Now, whenever a Lead is merged with another, we’ll create an activity on the remaining Lead. This activity will show when the Lead was merged and which user merged them, making it easier to keep track of data changes.
We have updated the Activity Overview report making it easier to update and customize to quickly build the most valuable dashboard.
Lastly, we’ve improved the Snooze options so they are more relevant and easier to choose between. Previously, the options were “1 Day, 2 Days, 3 Days”. Now, the quick options will reflect the specific day of the week, while skipping weekends.