InvestorFuse Release 3.104 is live and we have a ton of changes in store from visual updates to quality of life improvements across the platform. This release post includes all updates from InvestorFuse Release 3.100 to this current release of InvestorFuse Release 3.104. The same updates are also reflected in Carrot CRM. Check out the details below.
🏆 Platform Enhancement
New Overall Look – A sleek visual refresh is here! The system now features a more modern interface, optimized for clarity, usability, and an overall cleaner experience to help you navigate faster and work smarter.
✨ Enhancements for Pro and Premium Plans
Unassign Opportunities From a Group – Gain more flexibility in lead management. You can now unassign opportunities from a group directly, offering better control over lead distribution.
Click here to learn more about Groups
Set Opportunity Motivation Through Workflows – Take automation to the next level by updating an opportunity’s motivation dynamically within your workflows.
Click here to learn more about Workflows
Filter Transactions By Closed Date and Contract Date – New filtering options allow for more accurate tracking and reporting of deals. You can now filter transactions by both closed and contract dates.
Click here to learn more about Transactions
Round Robin in Push To – Ensure fair lead distribution with our new Round Robin feature in the Push To action. This makes group-based assignment smoother and more balanced.
Click here to learn more about Push To
đź‘Ť Enhancements for All Plans
My Dashboard Upgrade – The personal dashboard just got better! We’ve improved layout, metrics, and usability to help you stay on top of your daily tasks and KPIs.
Click here to learn more about My Dashboard
Resubmitted Leads KPI in Campaign Scorecard – You can now track resubmitted leads as part of your campaign performance, giving you more accurate visibility into lead behavior.
Click here to learn more about Campaigns
Contact Import – Easily bring in your existing or new contacts using our new import functionality. It’s fast, efficient, and easy to use!
Carrot Integration Held Opportunities – Held opportunities from carrot forms will now indicate the reason for being held.
Unsubscribe Button In Email Notifications – Stay compliant and give users more control with the newly added unsubscribe button in automated email notifications.
🎨 UI/UX Updates
New Calendar Look – Our calendar has been visually upgraded with improved usability and cleaner design, making it easier to view appointments!
Click here to learn more about Calendar
Changed Property Data Tab into Property Report – The “Property Data” tab is now called “Property Report,” better reflecting the comprehensive information it contains.
Renamed Roles to Access Level – To avoid confusion and enhance clarity, we’ve renamed “Roles” to “Access Level” in your Users and Roles settings.
🛠️ Bug Fixes for All Plans
Redo SMS Notification Verbiage For Compliance – We’ve updated the language used in SMS notifications to meet the latest compliance standards.
My Daily Scorecard Is Inaccurate – Daily scorecard inconsistencies have been addressed to ensure accurate tracking of activity metrics.
Campaign Guest Access Not Working Correctly – We’ve resolved a glitch that was preventing guests from properly accessing all the shared opportunities.
Imported Opportunities Shown as Manually Created in the Logs – Opportunities brought in via import showed that they were created manually will now be accurately labeled, clearing up confusion in the activity logs.
Outbound Webhooks Not Working – The outbound webhooks stopped working for a brief period but immediately made a fix for it, all outbound webhook actions are now working as intended.
Property Report Incorrect Address Error – When a property report was run and the address was incorrect, you would need to deleted the opportunity and create a new one with the correct address just to be able to run the property report again. This is now fixed so updating the address in the current opportunity will allow you to run the report again.
Manually Created Opportunities Assignment Error – When manually created opportunities are assigned to a different user, it shows that it was created by the assigned user instead of the one who actually created it. This is now fixed and will reflect the real creator.
Leave a Reply