New Opportunity Pipeline & Docs Preview on Web

  • We improved the design of the Opportunity section to make it clear what is the status of all of your opportunities and have a better overview of them straight from that section.
  • Now it is possible to Preview PDF Documents and Reports inside ForceManager web app without downloading them.

Here are other updates in the Web 3.106.3 release:

  • Brand new sidebar for accessing more effectively your important data, you can also reduce the size of it with the arrow on the top left corner so that you have more space to work!
  • Add and manage Contacts and Opportunities faster from the Account page, it is now super fast to create or edit a contact or an opportunity straight from the Account detail page.
  • We improved the detail page for Accounts and Opportunities making it more clear to read the data and improving the overall experience on that page.
  • We release new filters by Responsible/Owner 1, 2, 3… on Accounts and Opportunities.

New Contacts Section Available on Web

The newest technology that will optimize your contact agenda.

We have launched a better version of the “Contacts” module, designed through a new technology that will offer easier application usability. Making it faster and more intuitive for your users.

New design when creating your contacts!

When adding a new contact, a pop-up window appears over your agenda so you don’t lose your contacts overview in any moment.

Improved layout when viewing your contacts

Now, besides being able to edit the information of your contacts quickly, you can also contact the person through the edition panel.

New functionality: massive update and removal!

You will be able to massively update or delete any contact data. It will be as easy as adding filters and selecting the contacts you want update.


📅 Today Notification Widget available on Web

See your schedule, find appointments and get notifications faster than ever!

The Web App is showing off some major improvements. View your calendar and get notifications to plan your week with ease without changing applications. ForceManager streamlines everyday tasks for a better experience from home.


🎥 Video Call integration with Microsoft Teams

Introducing our brand new integration with Microsoft Teams to let you and your team organise video calls with customers, share an invitation and automatically log activity from video calls straight from inside ForceManager web app! Just request an activation and you will be able to link your Microsoft Teams account to ForceManager.

Click here to find out more: Instantly create and share Microsoft Teams video calls

· Various bug fixes and improvements: We constantly apply various bug fixes and improvements, in particular in this version we improved our exporting routines of accounts to Excel files and fixed a few bugs on our custom field filter.

GoalManager 2.0

Thanks to version 2.0 you can now segment your objectives so they can be completely adapted to your strategy and plan them considering the seasonality (We know that during holidays the performance tends to decrease). In addition to the new objective of “Team aggregate”, you can plan the goals of your entire team in seconds and have the full picture when analysing its progress.  

Discover each and every one of the new features available in the premium version: GoalManager 2.0