InvestorFuse has been updated to InvestorFuse Release 3.86. We updated the user interface and added a new set of features and fixes across all plans. Check out the release notes below for InvestorFuse Release 3.86.
🎨Major UI Update
It’s been a while since we made changes to the system interface, this release we have decided to implement a new look to the left-hand panel which makes it look more professional and easier on the eyes. This will also make it easier to update the UI on other pages in the future.
🚀 Enhancements for Premium Plans
Re-Calculate Lead Score On All Opportunities – The lead scoring feature is still very new and we will keep on improving it as we go forward. In this release, we added a re-calculate button so that in the rare case that the score seems a bit slow to update, you can manually press this button so it re-calculates your entire list instantly.
Click here to learn more about lead scoring
✨ Enhancements for Pro and Premium Plans
Internal and Seller Emails in External Sending and Workflows – Due to a lot of requests for this to be added, External sending and workflows will now allow users to send an automated email to either the seller or any email address that they want!
Click here to learn more about workflows
Click here to learn more about external sending
Automatic Releasing log entry – We just made another improvement to this fan-favorite feature to make it even more better and reliable. All automatically released opportunities triggered by this feature will now have a log entry in the activities section!
Click here to learn more about automatic releasing
Enable/Disable Opportunity form management – In our quest to make the system more flexible to accommodate different work styles, we have created the ability to disable editing opportunity forms for users! No more asking your teammates individually who changed what in the custom forms that you made!
Click here to learn more about permissions
👍 Enhancements for All Plans
Guest users list under Users and Roles – Remember the days when you went ahead and added a guest to an opportunity and then you wanted to go back and remove the guest but you can’t remember which opportunity it was anymore? Fear not! We have now added a guest management feature for you!
Click here to learn more about guest access
Click here to learn more about guest management
🛠️ Bug Fixes for Pro and/or Premium Plans
Non-stop save pop-up message – There was a weird issue in transaction settings where in the pop-up notification to save changes won’t stop showing up, this is fixed now so it will no longer annoy our users.
Transaction Closed notification incorrect details – The notification for closed transaction deals was sending the projected profit instead of the actual profit, this was fixed so the actual profit is showing up now.
Status workflow not working for Appointments – When an opportunity status is set to Appointments, it does not trigger any workflow. This has been addressed now.
An opportunity in a sequence is automatically released if it is in a group with releasing rules turned on – Opportunities under a sequence should not be affected by the automatic releasing rule in groups, we have fixed this issue and it will no longer affect opportunities in sequences.
Cannot backdate Transaction close date – We have now enabled transaction close dates to be set on a past date.
🛠️ Bug Fixes for All Plans
Pinned opportunities can’t be unpinned from the Actions list view – There was an issue in the actions list which didn’t allow users to unpin opportunities from there, this is now fixed in this release.
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