Tenha o controle do seu CRM

Organize tasks & opportunities in bulk 🧙‍

Se você precisar:

• Preencher uma lista de tarefas sugeridas
• Limpar um pipeline e excluir suas oportunidades
• Atribuir uma série de oportunidades a outro proprietário
• Tag a bunch of opportunities, move them to a different stage, …
• Atribuir uma lista de tarefas a um colega
• ...

… then we got you covered. 👊

Todas essas ações agora são possíveis com apenas alguns cliques.

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 💾

Agora é possível criar campos personalizados específicos em contatos, contas e oportunidades que podem conter arquivos.

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

Os campos personalizados de arquivos suportam a adição de arquivos por arrastar e soltar. E você pode criar quantos quiser.

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.

BÔNUS: This is also possible in bulk! 🧙‍

Merge custom fields into email campaigns 💌

Agora você pode mesclar todos os dados que tiver em campanhas de e-mail.

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

Undo your import 🔄

Cometeu um erro?

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. 👍

DICA: 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

Melhoramos o desempenho aqui e ali, corrigimos os bugs que você relatou, ajustamos alguns fluxos de aplicativos e muito mais.

Alguns destaques entre as muitas melhorias que enviamos:

• 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 ✨