Release: Biz Plan Export, Forum Search & More

Our next release will be going live tomorrow Tuesday, December 4th. Here are the key improvements.

Business Plan Export

Business Plan Export
Easily view Business Plan data in Excel for additional reporting and analysis.

Filter Lead Recipients to Show Primary Contacts

Option to list Primary Contacts only when assigning Leads
Easier Lead assignment for Partners with many Users. Check the “List Primary Contacts only” checkbox to reduce the list to a single User per Partner.

Forum Search

Forum Search

The new search feature allows you and your partners to quickly and easily find conversations in the Forum module.
As always, there’s nothing that’s needed from you – all customers on the current cloud version will be automatically upgraded.