New Features and Enhancements
Bulk Addition of Choices
- Customers can now manage their records more efficiently by adding up to 300 choices in CRM fields.
- The enhancement allows users to import choices easily and automatically detects duplicate entries.
Free Plan Update for Freshsales and Freshsales Suite
- The Free plan now includes new features like Kanban view for Contacts, Accounts, and Deals, sales email templates, custom fields, notifications center, and integrations with Google Calendar, Zoom, Teams, etc.
- These features are available to up to 3 users on the Free CRM account.
ZoomInfo Integration
- Integrate ZoomInfo with the CRM to automatically enrich contacts with up-to-date and accurate data, including company size, industry, revenue, contact details, and more.
- Save valuable time and effort by eliminating manual data entry and research.
Bug fixes
- Some users reported that we had an issue with custom events not appearing when filtered in recent activities. This has been fixed.
- Some users reported issues with lead conversion. This has been fixed.
- Some users who do not have access to the Analytics module were seeing the error "you are not authorized to perform this operation" whenever they navigate to the Activities dashboard. This has been fixed.
- Some users reported issues with data mismatch in Analytics compared to the list view. This has been fixed.
- Some users reported an issue where the emails related to deals were not pushed to recent conversations during migration. This has been fixed.
- Some users reported issues with associating meetings to sales accounts. This has been fixed.
- Some users reported issues with contact creation where an error is shown: "[Emails] The email address already exists. Enter a unique email address." even though there is no contact present in the CRM with an email address. This has been fixed.
- Some users reported an issue where the Notes owner details were not loading for non-admin users unless the user is the contact owner or contact updater. This has been fixed.
- Some users reported an issue with contact creation from the Freshsales widget in Freshdesk. This has been fixed.
- Some users reported an issue with accessing the Deal import page. This has been fixed.
- Some users reported issues with contact submission count not being captured under the Classic web form section. This has been fixed.
- Some users reported an issue with filtering contacts "created by" is "system." This has been fixed.
- Some users reported that bulk email editor wasn’t not opening in Deal view when all the deals were selected. This has been fixed.
- Some users reported an issue with merging contacts where it shows the error "Failed to update the contact: Contact is already merged." This has been fixed.
- Some users reported issues with updating product prices with unique field values. This has been fixed.
- Some users reported issues with the custom field of custom sales activity not shown in analytics filters. This has been fixed.