Next-generation Experience

  • Updated Screens in the Next-Generation Experience: We’re delivering additional, refreshed screens in the next-generation experience that offer an updated design and usability enhancements accessible via toggle switch:

    • Landing Page Template Details
    • Email Template List
StatusDocumentation Updates
ShippedToggle Switch
  • Enhanced Used by tab in Email Template Details: In the new experience, you will see additional information related to assets using the email template, including Asset Status, Last Modified, and Last Modified By. You can also search, sort, and filter the list of used by assets.
StatusDocumentation Updates
Shippedn/a
  • Report Asset Filter Modals: New design for report configuration modals displaying a new asset tree in the configuration menu and a filter for Date Created and Modified.
StatusDocumentation Updates
Shippedn/a

API Enhancements

  • Bulk Lead Import: Salesperson association: Parity with Lead REST API to able to associate leads with Salespersons during the bulk lead import process, reducing complexity and the number of API calls required.
StatusDocumentation Updates
ShippedBulk Lead Import

Sales Insight

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  • Sales Insight Integration with Dynamic Chat: Insights Dashboard now includes Dynamic Chat activities in the Smart Grid along with a weekly summary and detail cards.
StatusDocumentation Updates
ShippedDynamic Chat Integration