Use the new Advanced Filters and start analyzing your Companies, Contacts, Opportunities and Orders in-depth and in an autonomous and easy way.
While basic filters only allowed for searches based on the exact values of a field, advanced filters allow for more complex searches, based on a vast range of options associated to any fields of any entities.
Start elevating your analysis with the new Advanced Filters!
You can now have visibility on all the activities associated to the sales process of each of your Opportunities by easily linking the related Emails and Calls.
You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process.
This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:
Do you want to know more details to make the most of this functionality?
Available on Android and iOS.
We understand there's information about your Accounts that you must be able to find quickly.
This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:
The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!
Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.
Do you want to know how?
With the new Bulk Update function, you now have the ability to change multiple user features through ForceManager Admin, all in one click. To perform actions such as assigning new responsibilities or deactivating multiple users, simply select the set of users you prefer and choose the related action.
We have radically improved our accounts filtering experience offering better customization options. You can completely adapt them to your needs, making sure that the most valuable information is always at your fingertips.
Until now, the experience using Quick Filters was fast and intuitive, but not all fields were available. From now on you can:
To optimize your day-to-day, now you can edit your opportunities without accessing the detals! You can modify or add data from the opportunity card itself.
We have also added new features and other improvements in Android version 3.47:
Get your work done faster and more efficiently with our new creation process of contacts, activities, events, or tasks from within an account or opportunity.
Check it out and see the difference for yourself 😉
These current fields can now be created quickly thanks to our new creation process:
From the account section: | From the opportunity section: |
| - Contacts - Opportunities - Activites - Events - Tasks | - Contacs - Activites - Events - Tasks |
As June comes to an end, we want to share a brief summary of our latest improvements that will continue to add more value to your company. These updates are made with one clear objective: for you to maximize and get the most out of ForceManager CRM:
We have revolutionized our export solutions to give you deeper options and better control during the whole process so that you can get things done faster than ever. Check out all the improvements that are now available to you!
We have also been working on improving your experience when managing documents through our document’s management solution through the following:
Multiselection of Documents and Folders to speed up the delete process so that your documents structure is always spotless!
See the status of your opportunities at a glance on your Android & iOS!
Other improvements & features in our latest release Android 3.42.0 and iOS 3.24.0
