Release of the new functionality of the ScaleTrade CRM system on September 11, 2024
Release of the new functionality of the ScaleTrade CRM system on September 11, 2024
1. Calendar update.
The calendar functionality has been expanded. The ability to create tasks directly from the calendar in connection with clients has been added.
1. Calendar update.
The calendar functionality has been expanded. The ability to create tasks directly from the calendar in connection with clients has been added.
2. Board
Updated client status boards. Added filtering and search by clients, for even greater convenience of your agents' work with our CRM system added.
Updated client status boards. Added filtering and search by clients, for even greater convenience of your agents' work with our CRM system added.
3. Funnel – “Mass attach”
Added the ability to mass attach leads to CRM system managers.
Added the ability to mass attach leads to CRM system managers.
4. “Managers Online”
Added New panel with the list of managers "Online". A new additional panel has been added to the footer displaying the number of all your agents in the system, with the ability to filter managers by their "Online" status.
Added New panel with the list of managers "Online". A new additional panel has been added to the footer displaying the number of all your agents in the system, with the ability to filter managers by their "Online" status.
5. “New notification type”
Added new settings "new customer notification" - added setting to allow admin to see notifications when registering new users. A new type of notification has been added that informs you about the registration of a new user in the system.
Added new settings "new customer notification" - added setting to allow admin to see notifications when registering new users. A new type of notification has been added that informs you about the registration of a new user in the system.
11.09.2024