- Marketing - Hosted Files: With Hosted Files, you can upload your files to Insightly Marketing and use a generated custom URL to track who's downloading your content and automatically deploy actions you specify. Learn more.
- Marketing - Redirect Links: Redirect Links helps users track who is clicking links on their own site or on a third-party website. Learn more.
- Custom Buttons and Actions: Custom Buttons are used to quickly execute actions directly from a record. Learn more.
- Form Handlers - Generate HTML Forms: Users can now generate an HTML Form from their Form Handler records. Learn more.
- Document Templates and Merge Templates - Custom Objects: Document Templates and Merge Templates can now support Custom Objects.
- Reports - Bulk Editing: Records that a part of a Report can now be bulk edited. Learn more.
- Email Templates - Exit Preview: Updated to make finding the exit to preview screen easier for users.
- Insight Cards - Open Opportunities: The Open Opportunities Insight card will display any Opportunities that are open on the Contacts, Leads, and Organizations the Opportunity record is linked to. Multiple Opportunity cards can appear on a record, so sales reps can quickly review any open Opportunities at a glance. Learn more.