2021
- The Opportunities review report has been supplemented with a new filter "Date of Stage Change"
- A setting that allows you to make an additional system field mandatory, including administrators
- The Opportunities module has been supplemented with new filters "Contact" and "Potential client"
- Hiding Items with zero balance in sales document formation
- Setting to assign Opportunities when changing Lead Person
- Creating a potential customer from e-mail content of the email
- The Contacts and Leads modules are supplemented with a QR code function that allows you to transfer data to your phone after scanning the code
- Bulk SMS messaging
- Representation of Opportunities stage days
- Contacts and Leads module supplemented with Tasks filter
- Tasks module assigns multiple contact people
- Additional picture on the bill
- Leads connection
- SMS integration with Tele2
- In the project module, on the Project budget tab, there is a new field that allows you to write down planned and actual costs
- New Dashboard chart Sales Plan vs Actual by Country
- Object and project visibility feature
- A setting that allows you to specify how many hours contract e-mails should be valid. signature reference
- Language selection when sending the sales document
- Automatic assignment of a Follower when converting a Request to a Task