New
- Documents. See the documents for an opportunity or compliance customer in one list, with file names, sizes and upload dates.
Sales Showroom, Compliance Journeys · Workspace
Improved
- Shared dashboards. Share a dashboard with your whole workspace, or keep it just for you.
Sales Showroom · Workspace - Contact customer. Edit the email subject, email message and SMS text before you send an opportunity to a customer.
Sales Showroom · Workspace - Reorder journey questions. Drag questions into the order you want in the compliance journey editor.
Compliance Journeys · Workspace - Journey activation checks. Twilltac checks a compliance journey is complete before you activate it, and reminds you if you leave without activating.
Compliance Journeys · Workspace - Retry failed syncs. Retry a failed sync straight from the smart queue, or open its run details to see what happened.
All products · Workspace
Fixed
- Pasting into text boxes no longer adds an extra blank line.
All products · Workspace