W-Systems joins SugarCRM! Read Blog

Salesfusion 12.20

Released on November 6th, 2018

Manage Opportunities has a New Look!

Opportunities is the latest Manage UI experience to get a fresh coat of paint. What changed?  

You will notice:

  • A clean and minimal table view with the details most important to you
  • Your most helpful actions are centrally located in the header toolbar- search, sort, and create new opportunities

Salesfusion's opportunities screenshot

Create new opportunity in Salesfusion

 

Now, without having to leave the page, you can view additional Opportunity details in a collapsible side panel.

  • Click into the Opportunity location and edit the description directly from the side panel

Also, perform actions on your Opportunities with the click of a mouse from the header toolbar.

  • Edit and Delete an Opportunity via the pencil and delete icons

Manage UI Opps Side Panel in Salesfusion

Other Notable Updates

Enhancements to the user experience and interaction in the platform.

  • Updated the import link on Manage Drip Campaigns to direct to the correct Upload Wizard
  • Improved the workflow for adding conditions to Listeners
  • Removed Close, Cancel, and Return buttons from Administration View pages
  • Removed the option to create a chart from report results
  • Unified and updated CRM auto deletion reports

Bug Fixes and Issues Addressed

With this release, many bugs and issues have also been addressed. What was fixed?

  • Issue where recipient count timed out
  • Issue where a specific nurture campaign would not edit
  • Issue where a specific account field was merging incorrectly

« Back to Releases

Trustpilot