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Atollon Innovations 2021 (week 8)

New features

Call centre app

  • Brand new tool to increase performance of sales or marketing team members
  • Easy address editing
  • Full customization of lead detail to target group
  • Campaign setup automation to quickly create target group of individuals
  • Customizable call flow
  • Automated next step when success is arrange meeting for consultant
  • Automated confirmation of arranged meeting

Mail response tracking

  • Display who is interested in your e-mails. See who is opening your e-mails and clicking on URLs, so you can contact engage with them.

Mass mail on client relations

  • New Key contacts feature was extended with mass mail capabilities

Timer services and workflow plugins

  • New application for running automated repeated tasks
  • User-based configuration of custom plugins

Enhancements

Deals

Complete overhaul of deal detail - new pricing options and calculations (discounts, margins, etc.)
Visibility of currency exchange rate on foreign currency deals

Forms
Now it is possible to setup required fiels checking on forms.

General
Mac users - support of atollon:// protocol - useful for sending links to Atollon objects within team of Atollon users

Invoice
More reliable integration of document preview (PDFs or images)
Improved visibility of approval history
Visibility of related invoices - in case you need to pair purchases and sales on one activity

Marketing
New marketing tracking code added to components available on client detail, deal or project, etc. Using this component you can set / see marketing source of the sales / marketing activity for futher measuring the success of your marketing effort.

Messages
Send again (e-mail) feature added to all views with e-mails

Products
New tool for updating product prices using import file (so you can modify prices in Excel and upload them)

Service Activities
Make sure users don't switch from Service Activity detail without saving it first

Workflow
Complete redesign of workflow configuration


Timeline

Records are now better readable thanks to added colors.

Bug Fixes

General - support for high resolution on Mac displays
Messages - enabled sorting message templates
Products - fixed export of larger products data
Products - fixed formatting of price / number and rounding
Recruitment - fixed searching on max salary criteria
Recruitment - fixed number formatting in salary field
Timeline - fixed displaying MM:HH in Timeline records

 

 

 

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