What's New: 2024-01-18

This week, Braedon Gaudet shares improvements to organizing companies, contacts, tasks, and conversations, and more.

Business App

[CRM] See contacts' emails listed below their names to help you select the right person when associating a contact with an activity.
[CRM] Choose to view 25, 50, or 100 rows at a time on the Companies, Contacts, and Tasks tables. The setting will be saved and auto-applied on your next viewing.
[Inbox Pro] Maintain a focused, uncluttered view of active conversations in Inbox by closing concluded conversations. Closed conversations will automatically reopen if a new message is received or sent into it.
[Inbox Pro] Submit feedback on AI-assisted web chat response quality.

Platform

[CRM] See contacts' emails listed below their names to help you select the right person when associating a contact with an activity.
[CRM] Choose to view 25, 50, or 100 rows at a time on the Companies, Contacts, and Tasks tables. The setting will be saved and auto-applied on your next viewing.
[CRM] Line up sales tasks for completion with Task Queues. Filter tasks by desired criteria, and select “Start tasks.” Check off tasks as they are completed and automatically be taken to the next one, skipping or rescheduling as needed.
[CRM] Include a contact's job title, Linkedin profile, and labels to define a contact’s association with a company when creating a new Contact from a Company page.
[CRM] Add a company's Facebook, X, Instagram, and Linkedin profiles to dedicated fields on their Company page.
[CRM] Run automations directly from a Company’s profile page.
[CRM] See a Company’s assigned salesperson history in the activity timeline
[Opportunities & Pipeline] Rename Opportunities directly from Pipeline.
[Inbox] Maintain a focused, uncluttered view of active conversations in Inbox by closing concluded conversations. Closed conversations will automatically reopen if a new message is received or sent into it.
[Inbox] Submit feedback on AI-assisted web chat response quality.
[Reporting] Differentiate inbound calls and emails from outbound sales activity in Sales Activity by Salesperson in Premium Reports.

Local SEO

Differentiate current (partial) period data in Google Insights from completed data periods.
Export Google Insight graphs as SVGs, PNGs, CSVs.

Social Marketing