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2020

  • Transferring a story by converting a lead to a contact
  • Sending notifications about a new request only to the persons responsible for the contact
  • Ability to create contact people by sending sales documents from the system
  • Invoices and Opportunities preview in modal window
  • Opportunities import
  • Rights to edit the responsible persons of the contact
  • New setting of automatic Tickets "Do not mark messages as read after creating a request"
  • Hanna CRM educational videos
  • Automatic creation of Opportunities
  • New field in the contract form - Advance
  • Automatic Tasks if the customer has not bought for X days
  • Customer's most popular Items
  • Customer's last purchases Items
  • Leads automatic assignment to employees while constantly rotating them
  • email assignment of letters to the Project
  • Google Calendar sync by Tasks types
  • Items photo import
  • Import object files
  • Project revenue forecast widget
  • "Automatically set task start date" setting
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