Mises à jour de produit

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December 31, 2024
Améliorations

Améliorations de décembre

Nouveautés

  • Call Recording Controls: We understand that you may need to obtain consent before recording or pause a recording when handling sensitive information. That's why we're excited to introduce the ability to start, pause, and resume recordings on live calls. Your team can now maintain compliance while still capturing call recordings.

    Additionally, you can delete recordings and transcripts when needed. If you have permission to delete activities, you'll find this option in the more menu for calls.
  • Workflow Edit and List Improvement: Before, you had to keep closing and opening the sidebar to edit workflow steps, which made the screen jump around and was hard to work with. Now, you can see and edit everything at once. We've also made the layout more stable so things don't move around as much when you make changes.

    In the Workflow list, we added the option to sort by any column, added a new “last activity” column, and made a few visual design updates to polish things off. Finally, we also added the option to select multiple workflows at once. All these changes were made to help you find your most important, active workflows quickly and ensure your team’s Workflow list can easily be cleaned up.
  • Bulk Enroll Contacts: When viewing a Lead, you can now enroll multiple — or all — Contacts from that Lead into a Workflow.
  • SMS Template Attachments: You can now add attachments to SMS templates. Attachments can only be sent to US, CA, and AU numbers. Go ahead and include an image of that new feature you just launched!
  • Email Meeting Guests: We added a new option to meetings that lets you quickly email all the guests of a meeting. Use this option to send a quick follow-up or quickly verify if everyone can still make the meeting.
  • Recent Email Templates: When selecting an existing Email Template, you’ll see the most recently used templates at the top of the list. We hope this change speeds up the process of finding the right template.
  • Integration Link Icons: When you create an integration link, the icon from the destination website is now automatically shown next to that link. This will make scanning and quickly finding the integration link you need even easier.