This update includes features, usability and feature enhancements and issues fixes.
Key areas
- Sales teams can track key metrics and sell smarter analyzing Sales Insights reports and data.
- Admin can now control the access level of Print templates via Profile and Sharing Rules settings.
- Access key used in API can be reset by the Admin.
- Ready to use picklist values to manage lifecycle of a Contact or a Org from Lead to Customer.
- Default packing slip template available for Invoices and Sales Orders.
- Admins can edit a private report created by a end user.
- Option to use comment added in portal as a trigger in workflows.
- Updates carried out by the Scheduled Workflows now appear under the Recent Updates section.
- Admin can choose to change Base Currency of the instance.
- Cases module is enabled in Vtiger for Gmail firefox addon.
- Records updated during import merge added to Recent Updates.
New Features : Sales Insights
Sales Insights in Vtiger help Sales leaders to manage their team's performance, sell smarter and close more deals. Key performance metrics are categorized into three broad categories - Sales activity, Sales pipeline and Sales results.
- Activity Insights: Activity insights help track the activity efficiency of a sales team in converting a sales qualified lead to a closed deal.
- Pipeline Insights: Know what your pipeline is and which deals are falling through the funnel. Get insight on the revenue you are likely to hit in this quarter.
- Sales results: Compare your actuals with your pipeline and analyze the win rates of sales team members.
Impact: None, Service will be available during this update, without any disruption.
Time: Servers in different regions will be updated at different times, as noted above.
Posted On: June 20th, 15:30 GMT
