January 2020

 Product Updates

  • Products, Price Books, and Quotes - Add Product Fields To Quote Templates: Users can now add their Product fields to their Quote templates. Learn more.
  • Journey - Execute Lambda Function Action: Users can now add an Action in a Journey that will execute a Lambda function when a Prospect reaches the step.
  • CRM Connector - Prospect Scores available in CRM Connector:  Users can now map the Prospect Score field from Marketing to a matching field in CRM.
  • Marketing Emails - Details page: Users now have access to the details page of their Marketing Emails. This view includes the following tabs: Details, Message, Related, and Statistics.
  • Marketing Email - Email Unsubscribe Statistic: When a user has sent an Email, they can review the number of Prospects who have unsubscribed. This can be viewed from the Statistics tab of the Email record.
  • Marketing Email - Email Soft Bounce Statistic: When a user has sent an Email, they can review the number of Prospects who bounced. This can be viewed from the Statistics tab of the Email record.
  • Marketing Reporting -  Visitor Web Page Activity Report: This report details each Prospect's activity on your site, such as when their visit started and ended.
  • Marketing Reporting - Visitor Web Pages Viewed Report: This report details which pages on your site Prospects have visited.
  • System Settings - Allow admins to set their industry: Admins can now select their company's industry in the Company Settings section in System Settings.
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