Following on from our harrier-release of remote stores on Nov 20th we are pleased to announce a new leads & contacts app (with a new customer app to following shortly after) making use of on-demand or lazy loaded contact list and more:

• Search or list screen enhancements
  • Cosmetic improvements to empty filter prompt texts e.g. “All companies”, “All lead stages” etc.
  • Replace the “All” filter with “My Team & Unassigned” for non-admin users who do not have authorization to see all contacts
  • Simplified display by reducing the number of columns visible initially and by default to name, phone, email, company & stage. The other ~20 columns of data are hidden and can be displayed via the column personalization menu accessed by clicking on any column header. Preferred email and phone are now stored on each contact as well as in that contact’s list of communication options
  • Allowing a sales manager to see leads and contacts for his or her team and also leads and contacts for people who report to people who report to him or her
  • Options to filter based on tag values, assigned lead score (at least…) or next action due before a certain date in the future
• Details or tab panel enhancements
  • Tabs have been moved from half-way down to directly under the main activity title. This is more intuitive for people to find
  • A new KEY INFO tab was created with all the most important information such as name, email, phone, job title and company as well as stage, assigned rep., last and next follow-up activity, source and tags. Custom fields can also be added. Most of the time you won’t even need to leave the KEY INFO tab in a contact at all
  • A new button to create a follow-up has been developed which lists all the sales relevant activity types defined in your database such as meetings, follow-ups, quotes or demos. Instead of a single generic popup to create a sales activity there are three different popup designs each optimized for a different purpose: one for meetings, one for emails (which directly sends an email to the lead or contact when the popup is confirmed) and one for all other kinds of follow-up
  • If the lead was converted to an opportunity the number of opportunities is displayed as a hot-link to navigate to that lead’s opportunities. The button to convert a lead to an opportunity has been moved from the sub-title bar to the main screen
  • The activities tab still displays all open and closed activities for the lead however like the customer and opportunity activities tabs you can now also see the number of open vs. closed activities and create/edit reminders directly from the main activity list without having to open task details first
  • The sales/CRM, personalization and profile tabs for a lead have been consolidated into a single tab called PROFILE with information on the lead’s date of birth/birthday, languages and date/time/number formats, CRM qualification criteria such as number of employees, industry, region and acquisition timeframe, the lead’s rating and score (which can still be based on the qualification criteria) and the lead’s source, cost and assigned rep.
  • The LinkedIn tab was dropped since LinkedIn’s APIs are no longer open