×
Sign up for a live demo

+1 442 333 7577 (USA)+44 20 3287 5778 (UK)

CLOSE

Your Free Guide to Customer Journey Mapping

  • Understand the basics of building effective customer journey maps
  • A customizable workbook to help build out your journeys
  • Free worksheet to help develop your buyer personas
  • Discover best practices for implementing customer journeys into your business

Customer Journey Mapping eBook

Navigation

Title search:


 

July 2022 System Updates

 

July brings hot summer days filled with lazy days at the pool, picnics on river banks, and BBQs with friends and family. For our GreenRope family, we’re spending the summer bringing some great updates to the system. This month we’ve been focused primarily on making a lot of improvements to our Opportunities feature. 

Opportunities 

Contacts > Reports > Opportunities - new filter for fulfillment date range

Contacts > Reports > Opportunities - new filter in the navigation to filter opportunities shown by products associated with those opportunities 

Contacts > Reports > Opportunities - new "Success Rate" chart graphically shows the value and number of opportunities by closed won/lost 

Settings > Opportunities > Stagnation - you can now have a workflow activated when an opportunity hits its stagnation threshold

Contacts > View > Opportunities - added proposal due date to Kanban card if defined 

Contacts > View > Opportunities > Kanban - added new contact filter to reduce the opportunities shown to only those matching contact criteria 

Settings > Account > Opportunity Settings - you can choose whether opportunities can be in multiple currencies or just in the currency the account has set for it

Contact Details > Opportunity - when editing an existing opportunity you can set a new associated contact as the primary contact for the opportunity

Contacts > Reports > Opportunities - clicking on the charts to show details will now show the opportunity ID next to the opportunity title (with a link to edit the opportunity), a few other minor cosmetic changes 

Signup Forms

Website > Signup Forms > Form Options - you can now define placeholder text that will go inside each open input text or text area field. 

Contacts

Contacts > Tools > Clean - can now search and merge duplicates by mobile/phone numbers 

 

Blog CTA Banner.png

Share: https://www.greenrope.com/blog/Blog789/July-2022-System-Updates

Share Category "CRM":
https://www.greenrope.com/blog/BlogCategory8/CRM

Share Category "Monthly Updates":
https://www.greenrope.com/blog/BlogCategory21/Monthly-Updates

B2B Marketing Zone

Want news and updates from GreenRope?

Send me periodic emails with news, software updates, and invitations to events.