InvestorFuse Release 3.97 is live and it is a big release with a host of improvements and fixes across the board. From sequences, transactions, and a variety of UI updates, this update is packed. Check out the InvestorFuse Release 3.97 release notes below.
🏆 Platform Enhancement
This release, we again shifted our focus on improving our backend functionality, speed, efficiency and reliability. We refactored multiple code bases so that the triggers and automations would be faster and more responsive.
✨ Enhancements for Pro and Premium Plans
Back to Transactions List Button – When users go to transactions and click on a specific transaction item, it’s a hassle to get back to the list. Now we added a button to go directly back to the list with just one click!
Speed to lead KPI enhancement – The speed to lead KPI would only trigger after a call is finished which would make the data appear incorrect, with this update, we made it so that it will immediately record the data at the beginning of a call.
đź‘Ť Enhancements for All Plans
Invalid Sequence Steps Warning – When you trigger a sequence that has email and sms steps in it, the system will check the opportunity contact if they have a phone number or email address, if either are missing, you will get a warning message saying that certain steps will not trigger due to the lack of an email address or a phone number!
Sequence Steps Edit/Delete – Sometimes you’d want to customize your sequence messages due to newly acquired information regarding properties and contact persons but doing so would require you to cancel the running sequence and run it again after editing the main sequence template! But now you no longer have to, we made it so that users can edit/delete steps directly on running sequences so you can remove or perhaps personalize your messages according to your preferences!
Search Function When Adding Labels – Some teams would have dozens of labels in their list which would often lead to time being wasted looking for the appropriate labels, with this thought, we have added a search function in the add label selection!
Opportunity Actions Button Revamped – We have decided to add an action status edit button because some of the users do not notice the three dot icon at all, the edit icon will have better visibility and a wider click area for ease of access.
Sequence Drop Down Selection Sort Alphabetically – For the longest time, when selecting a sequence to run on an opportunity there would be no order when displaying the available sequences and it would just be displayed in a random order which proved confusing for teams with several sequences! Now it’s listed alphabetically which again reduces the time users need to work on in an opportunity!
🎨 UI Updates
Webhook page redesign – The webhooks page has been untouched since the launch of InvestorFuse 3, so we thought it was about time to give it a well deserved makeover! We’ve updated not just the UI but the ease of use for copying and pasting webhooks!
Shortcut Icon to Currently Running Sequence – When users trigger a sequence on an opportunity, it would become a real challenge trying to remember which sequence they triggered when they come back to it. This release, we added a title and a shortcut to the sequence itself so no more guessing which sequence is running on what!
Sequence Details Box and Progress Bar – Our team updated the running sequence UI so that different actions would have different colored boxes! Not only that, we also added a progress bar to get a visual estimate of how long until the steps will trigger! This enables users to immediately know what steps will trigger and when they will trigger!
🛠️ Bug Fixes for Pro and/or Premium Plans
Marked Dead leads KPI not working – We had an issue with dead leads not being tracked by the scorecard, this has been fixed in the release.
🛠️ Bug Fixes for All Plans
Some Sequences will paused even though it is running – We encountered a weird issue where some sequences appear to be paused while in fact they are actually running, this has been addressed in the current release.
Notifications for Incoming SMS for smrtPhone users not working – There was a coding issue where smrtPhone users were not getting notifications via SMS, this has been fixed and all users should be able to get sms notifications without any issues.
New Opportunity assigned KPI – The new opportunity assigned KPI was not working as users wanted it to, so this one is not completely an issue but can also be categorized as a feature improvement, so in this release, we revamped is so that it reads only one entry in the KPIs per new opportunity instead of getting multiple one when transferring the ownership to different users.
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