Release Letter - March 2019 #2

Hello again...

We’re making great progress in our ongoing development and wanted to update you once more with all the exciting new releases that will be available to you starting tomorrow.

We hope that you are as excited about these changes as we are. If you have any questions about how these will affect you, please contact us.

Forecast Release from Lifecycle

Want a peek into the future? This feature allows you to predict how many leads that will be released from each status in a lifecycle.

Show Reason for Rejecting a Lead

Leads are often rejected due to missing or invalid data and, previously, the reason for the rejection could be time-consuming to investigate.

With this release, we’ve introduced an extra field in the lead source overview where you will be able to see the reason why the lead was rejected.

We hope that being able to identify why leads are being rejected, you will be able to prevent unnecessary rejections in the future.

Logging Events on the Stoplist

We have added a log for events where leads have been added or removed from the Stoplist

Templates for Transaction Settings

To make integration to external systems simpler, we have created a way to use templates for the transaction settings. The administrator will simply choose any of the templates when setting up a transaction type.

Fixes & Improvements

• Fixed the issue where Segments with many settings failed to save all settings
• Fixed the issue where an upload from UI failed with errors in the console