Controle su CRM

Organize tasks & opportunities in bulk 🧙‍

Si alguna vez tienes que hacerlo:

• Completar una lista de tareas sugeridas
• Borrar una canalización y eliminar sus oportunidades
• Asignar una serie de oportunidades a otro propietario
• Tag a bunch of opportunities, move them to a different stage, …
• Asignar una lista de tareas a un colega
• ...

… then we got you covered. 👊

Todas estas acciones son ahora posibles con unos pocos clics.

Click the avatars or icons to enter bulk mode, then hit the checkboxes! ✅

Bulk actions were available on contacts & accounts already for a while, more about that here. 👈

Store files in a custom field 💾

Ahora puede crear campos personalizados específicos en contactos, cuentas y oportunidades que pueden contener archivos.

Fields for offers, proposals, contracts, or other documentation: all files can be neatly organized the way you like it. 👌

Los campos personalizados de archivos permiten añadir archivos mediante arrastrar y soltar. Y puede crear tantos como desee.

Mark opportunities as done ✅

Hey closer! 👋 Are your won and lost stages becoming too full?

From now on you can mark opportunities as done to remove won or lost opportunities from your view. It won’t delete them and won’t mess up your metrics.

BONO: This is also possible in bulk! 🧙‍

Merge custom fields into email campaigns 💌

Ahora puede fusionar cualquier dato que tenga en campañas de correo electrónico.

That’s right. Any data you have can be used to personalize your emails. ✨

Undo your import 🔄

¿Te has equivocado?

No worries. You can now hit “Delete import”. It’s that easy.

Note: It used to show the button “Delete import” already. This would be used to remove the import record, not the imported data. That’s changed now. 👍

TIP: You can also filter your contacts, accounts or opportunities on the import’s tag and clean up more selectively by bulk deleting. 💡

A series of improvements and bug fixes

Hemos mejorado el rendimiento aquí y allá, corregido los errores de los que nos habéis informado, ajustado algunos flujos de la aplicación y mucho más.

Algunas de las mejoras más destacadas:

• See who adds or removes a colleague to/from an account 👀
• Copy email addresses to the clipboard in one click 📋
• Improvements to accounting, discounts and VAT charging 💱
• Different text alignment options for the email compose screen 📃
• Allow customers to resubscribe to email campaigns themselves 🔄

As always, keep the feedback coming — we thrive on it!

Coming up next… 🥁

• Filter in any way you can imagine 😲
• Drill down & act on email campaign results 💌
• Snooze tasks faster ⏰
• Save filters to create segments 💾
• Import data more easily ✨