We have done quite a bit of IF3 housekeeping this past week. We made some awesome visual improvements, added a new “Touch” criteria and added some details into Activities for better visibility of your offers as you go….read on.
Opportunity Important Date – New criteria has been added in the mini dashboard inside the Opportunity Info tab. There is now a spot for when the first ‘Contract’ was sent which populates when completing a Written Offer action.
UI Adjustments – We made a few changes to the UI but nothing crazy that you need to adapt to, just small visual changes to make things look better!
Sequence Next Action – When the next action is assigned in a sequence and the ‘Opportunity Owner’ option is chosen, the created action shows up as “invalid date” instead of the date when the action was created. This is fixed!
Offers Improvements – The Activity log and Team Activity section will now display the details of the offer so you don’t have to click anywhere else to see the offer amount.
IF3 Bug Fixes
Changing Team Name – We found an issue where if your team name is updated, the “Default Team” field in “My Settings” would still show the old team name and might trigger your OCD. This issue has been fixed so no need to worry!