Release Notes December 2020

New Email & Landing Page Builder

We have introduced a new and drag-and-drop builder that can be used to add marketing emails and landing pages. This new builder is fast, modern and flexible.

Features

  • Use the same builder for emails and landing pages.
  • A variety of content options including text, headlines, images, buttons, social links, videos, and forms.
  • Completely drag-and-drop to add and resize content.
  • Preview for desktop, tablet, and mobile.


Save Time With Record Queues

Work through a list of records such as tasks, accounts, contacts, and opportunities without having to open each record in the list. Simply open the list in a queue and use the previous and next buttons to go through the list from one screen.

The next  button takes you to the next record in the list and the previous button takes you back to the last viewed record.

To start, find and click the Queue icon from a list.


Focus on High Priority Tasks

Assign priority to tasks and focus on the higher priority tasks while working on your task list.

You can sort your task list by the priority or due date.


Send Appointment Reminders

Send email and text reminders to your leads and customers before upcoming appointments. You can set up multiple reminders for an appointment.


View PDF Attachments In Your Browser

Open and view PDF attachments in your browser without the need to download the attachment.


 

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