More automation, moreĀ control!

Your customer data isĀ alive.

Tasks: itā€™s out ofĀ beta!

Weā€™ve been working for a while on the new tasks module, and weā€™re proud to announce that itā€™s ready to go out of beta! šŸ’Ŗ

The today screen is now easier to work with. Your self-created tasks get priority and are shown at the top. The suggested tasks are shown below this with the most recent ones first for easier skimming.

You can now also make use of handy account inactivity tasks. āš” These tasks trigger when an account becomes inactive for x days. The amount of days is customizable and can even be set by pipeline stage.

The fact that the Tasks module is going out of beta also means that weā€™re now saying goodbye to the Home screen. šŸ‘‹ All reminders have been converted into tasks, so you can just keep working in the improved tasks module.

Zapier: easier to use, more possibilities

First of all, weā€™ve made the Zapier integration easier to use. Many fields have been turned into dropdown menus, so you can immediately find what youā€™re looking for.

You can now also automatically create tasks, meetings, calls and messages in your accounts using Zapier. āš™ļø This means you now have full control to enrich your account timeline with data from other apps.

Weā€™ve also added the possibility to trigger on new tasks. Want to put something in your calendar or in Slack when a task is created: check!

Import module inĀ beta

Want to load customer data into Salesflare? šŸ’¾

Weā€™ve made an easy to use import module with which you can map your CSV fileā€™s fields to the Salesflare fields with a few clicks.

Any data that failed to import is returned in a ā€˜skip fileā€™, that you can fix and retry to complete the import.

Want access? Just hit us op on the live chat! šŸ’¬

Upload your own pictures andĀ logos

In case Salesflare hasnā€™t automatically found a picture for a contact or a logo for an account, you can now add an image yourself. šŸ–¼ļø

Resizing and cropping is built in, so you donā€™t need to make manual changes on your computer before uploading the image.

Create a contact straight from anĀ account

Missing a contact on an account and it wasnā€™t added automatically yet?

No need to switch back and forth anymore. šŸ‘Œ You can now create that contact straight from the account. Just click ā€œmanageā€ below ā€œContactsā€ on the account and then ā€œCreate new contactā€.

Order your customĀ fields

Want to re-order your custom fields? šŸ¤”

Just head to Settings > Customize fields and drag and drop!

Faster websiteĀ tracking

Weā€™ve made the website tracking script smaller and faster, to speed up the loading of your website. šŸš€

Head to Settings > Applications & integrations to get the new script!

A series of improvements and bugĀ fixes

We improved the performance here and there, fixed the bugs you reported, tweaked some app flows, and much more.

Keep the feedback comingā€Šā€”ā€Šwe thrive on it! šŸ‘Š

Coming up nextā€¦Ā šŸ„

  • The possibility to upload files to accounts
  • Multiple email addresses on contacts
  • Bulk edit & delete actions
  • More task automation!

Got a question or need help? Feel free to send feedback or tweet us at @salesflare.

Team Salesflare
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