Improved
- Customer matches. When you create an opportunity for someone who may already be a customer, choose the right match from a set of cards, and matches you dismiss aren't suggested again.
Sales Showroom · Workspace - Snoozed marketing respected. Opportunity messages and campaigns now skip customers who have snoozed marketing.
Sales Showroom · Workspace - Shared smart queue items. When one person closes a smart queue item shared with the team, it closes for everyone.
Sales Showroom · Workspace - Created and updated dates. Customer and opportunity search results can show when each record was created and last updated.
Sales Showroom · Workspace - Form errors. Creating a customer or opportunity now takes you straight to the field that needs attention.
Sales Showroom · Workspace
Fixed
- Sales session reminder emails now show your logo and footer.
Sales Showroom · Customer portal
For partners
- Workspace invites. Invite a workspace to add your app, and track each invite from your app's Invites tab.
Marketplace - Integration guides. Read guides on Twilltac's terms, accessing workspace data and authenticating, from your app's Integration guides tab.
App setup - Example webhook payloads. Fetch an example payload for each webhook event to build and test your handler against.
Events and webhooks · API - Workspace connected event. One event now fires whenever a workspace adds your app, by invite or directly, with the workspace's name, subdomain and logo.
Events and webhooks - Webhook payloads. Every webhook now includes the workspace reference, with the event's own fields grouped under one payload object.
Events and webhooks