📧 Saving Emails from Outlook
You can now effortlessly save emails from your Outlook directly into the CRM. Say a customer's emailed you about their products that were damaged on delivery - being able to save the email trail of exactly what they said before passing it to your Customer Services team will ensure nothing gets lost in translation.
Here’s how to install the add-in. Once you’re up and running, have a quick read of our doc on how to use it, and be sure to check out our video and article on how to categorise saved emails – a great way to easily identify which emails have or haven't already been saved into the CRM, without needing to manually check!
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🔍 Customers Nearby
When working in Sales, you could be out on the road a lot. Our search allows you to instantly find customers nearby - so you can make the most of every journey!
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📅 Create Appointments!
Setting up virtual and on-site meetings is part of our working lives. So, you can now create appointments straight from the CRM, inviting both customers and other members of staff quickly and easily! Take a look here to see how you can create your own appointments.
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❗ Urgent Notes
By setting a note as 'Urgent', it'll automatically appear as either a banner or pop-up - making it super easy for all users to see straight away. To start setting urgent notes, you'll first need to enable this configuration option – check out how to do this via the link on this post! P.S. Once you’ve set this up, we’ve got a helpful video and article here on how to use them!
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⏫⏬ Next & Previous Buttons
You ask - we deliver! A highly requested feature on our Ideas Portal has been shipped – big thanks for all your feedback! You can now use the Next Record and Previous Record buttons to quickly review your data (like when analysing a Report on your iPad). Check out how to use these in our how-to article!
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💡 Product Suggestions
When you're placing an order for a customer, wouldn't it be cool if you could see what they've ordered the most in the past to increase order value? Well, now you can!
When adding products to your Quotes or Orders, the CRM now suggests the most popular products for that customer, or the most popular globally if the customer has no sales history. The multi-line order entry window has also been updated to offer “Popular” products using the same logic as the suggestions!