New Features and Enhancements
New Features
Workflow Templates
Workflow Templates consist of a set of pre-designed action flows that can help you automate the most common business activity without needing to set up a workflow from scratch. Some common use cases such as email reminders to sales owners for new prospects or creating follow-up tasks for new deals can now by enabled at the click of a button. As a user, you can simply choose a template that suits your requirement and enable it at the click of a button. You can also customize a template with additional actions to suit your specific business needs.
More details here.
Record Types
Record Types allow you to classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways. This is possible by having different field permissions and data scoping per record type per role. Based on the record type, administrators can also set up different types of follow-up processes or automations like workflows, sequences, auto-assignment rules.
More details here.
Note: This feature has now been rolled out only for new sign-ups.
Enhancement
Freddy pipeline reorder implementation
The pipeline order under the Freddy AI view can now be modified. A slider section has been introduced on the Freddy AI view which users can access by clicking the gear icon. This allows users to sort the order of the columns to suit their priority.
Bugs:
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Roles and Permissions:
A few users reported that they were unable to add or revoke the roles permission for Leads, Contacts, Accounts, Deals, and Custom Modules. This has been fixed.
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Lifecycle Stage
A few users reported that deleted Lifecycle stage statuses were showing up in the contact details page. This has been fixed.
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Appointments:
A few accounts reported that appointments for inactive users were getting synced. This has been fixed.
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Left Nav Bar:
Several users reported that the Left Nav Bar in Existing Growth plan accounts were not getting loaded. This has been fixed.
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Workflows:
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Some users reported that hidden and read-only fields were being fetched in workflow conditions and actions for the contacts module. This has been fixed.
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Some accounts reported that workflows were not triggered when the list field was updated. This has been fixed.
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