Sub Account Dashboards: Lost Reason Filter for Opportunity widgets

By David Holland

May 21, 2024

Lost Reason filter added for Opportunity widgets, new widget, filter, and properties for detailed analysis, navigate to dashboard, personalize follow-up strategies, pinpoint reasons for loss to enhance sales, optimize resource allocation.

Communities – Enhancements for email preferences

**TLDR**: New release enhances community platform with 14 email preferences, including membership updates, tagging previews, and independent PayPal

Communities – Enhancements for email preferences

Edit AI Employee Affiliate Code

Edit Affiliate Code now allowed 90 days post-application, providing flexibility. Calculation based on affiliateCodeAppliedAt or defaults to Jan

Edit AI Employee Affiliate Code

Facebook multi page support for sub-accounts

Facebook multi-page feature launched for all sub-accounts. **New Features:** – Leads Sync: Automatic lead sync from Facebook Lead

Facebook multi page support for sub-accounts

Subscription Settings – Failed Payment Retries

– Users can configure up to 3 payment retries for subscriptions, with gaps of 1/3/5/7 days. – Default

Subscription Settings – Failed Payment Retries

Navigation menu text wrap for mobile view

Text overflow in mobile Navigation menu fixed; now supports text wrapping.

Navigation menu text wrap for mobile view

Branching in Find Contact Action

**TLDR:** New ‘Find Contact’ action allows branching in workflows based on contact discovery, improving customization. Existing actions can

Branching in Find Contact Action

Direct Your Visitors to a Clear Action at the Bottom of the Page