Release: MDF Import, Lead & Deal Filters
Our next release will be going live tomorrow Tuesday, July 2nd. View the release notes video or read the details below.
Version 4.4.8 Video Walkthrough
Get a more in-depth explanation of the key changes.
MDF Transactions Import & Report
It used to be that you had to manually enter newly issued funds for each partner individually. With our new MDF import function you can easily update balances for all your partners at once.
Lead & Deal Filtering
We’ve added a number of filters to the Lead and Deal Registration reports. You can now:
- Filter Leads by source.
- Filter Deals and Leads by the date they were last updated.
- Filter Deals by close date or multiple sales stages at once.
Pipeline Access Levels
The internal access levels to Lead Distribution and Deal Registration have been made more consistent. Now both Lead Distribution and Deal Registration have two access levels, an “Admin” level that provides with full access, and a “Management” one without the ability to delete.
- Improved paging of the Partner profile report.
- Export user details for easy emailing.
- Many tweaks and bugfixes.
As always, there’s nothing that’s needed from you – all customers will be automatically upgraded.
Release: Maps & Custom Fields Everywhere
Which way do you go? MDF or Co-Op?