New Features and Enhancements
Selective Outlook email sync
Selective sync allows users to sync and curate custom folders from their Outlook. Only the emails from these selected folders will be synced. This allows sales representatives to ensure that only pertinent and appropriate communications are included in Freshsales, maintaining a clean and relevant record while safeguarding sensitive information. It will also give users the choice to sync older emails.
Collaborate better with @mentions in notes
Seamlessly loop in team members or deal teams to keep stakeholders updated on progress with @mentions in notes. You can also quickly tag and invite colleagues to discussions for input to move the deal forward. Maintain clear accountability with a documented trail of communication without relying on third-party applications.
Updates to contact data import
Designate a specific email address as the primary ID during the contact import process. This primary address will be used by default for bulk emails, sales sequences, and workflows. Additionally, users can assign labels for each email ID during import, to categorize them effectively and organize contact information better.
Updates to underlying data section in reports
We are upgrading the underlying data section of reports to improve the analytics experience. Users can select and view columns that are most relevant to their analysis using filters. They can also rearrange the columns for a personalized layout. For further exploration, export and download specific columns from the underlying data table in CSV format.
Changes to API request limits
To improve the Freshsales experience with greater speed and responsiveness, we've upgraded API request limits from hourly to per-minute access per account. There is now a limit of 400 requests/minute across all plans.
Add custom discounts and fees in deals and quotes
Specify custom discounts (e.g., seasonal discounts) and one-time charges (e.g., shipping fees) in deals/quotes. These components can be added as a percentage of the final deal value or as a flat amount.
Bug Fixes
- Customers reported issues with contact creation with a specific email address due to an end validation error. This has been fixed.
- Customers reported issues with Lookup API calls not returning the value properly based on external ID. This has been fixed.
- Customers reported issues with updating contacts where it fails with the error “Failed to update contact. Contact is merged”. This has been fixed.