Sales
Now only active leads are displayed by default in the leads list and Leads Board.
New selection fields were added to filter leads by Salesperson, Stage, Priority, and Referred By on both the leads list and Leads Board.
New toggles to display Completed and Inactive leads, and leads with an Overdue Followup Activity.
New columns on the leads list include Email, Phone, Created Date, Salesperson, Status, Stage, and Priority. Address and Community are now hidden by default.
Search for leads by Email, Other Email, Phone 1, and Phone 2.
New quick-action icons are visible when hovering over records on the leads list to add an SMS, Email, or Meeting.
Leads Board added to Sales in the left-hand side menu.
New button to create leads was added to the Leads Board.
New search bar in Leads Board.
Add phone number to lead card on Leads Board.
Now you can collapse the Leads Board rows for easier navigation.
Now when you change the status of a Sales Folder to Will Not Complete you are asked to nominate a reason why the opportunity was lost.
Read more about the new CRM features on our blog
Reports
New status filters and columns added to Client Merge & Export and Meetings in Pipeline reports to include inactive leads. Previously only active leads were counted.
Inactive leads are now counted in total leads in the Sales Management Report. Previously only active leads were counted.
Other
Remove the option for WIP to close the year with zero.
AU/NZ Remove the ability to select GST on variations and value defaults to the system setting for GST.
State field is required for Master Zones for sending the parent office through to the Marketing Hub.
Import historic Sales and Slab Dates as Reported Sale and Reported Slab Dates.
Bugs Squashed
Fix issue where the Slab date was correctly set on the Intranet but the Reported Slab Date was not.
Fix issue where data in the Agreements tab was overwritten when cloning an office.
Fix issue with the State field not saving for Master Zones.
Fix issue with GST defaulting to 0% BAS Excluded in Xero.
Fix issue with the link to Contact Record from the SMS screen not linking correctly.
Fix issue with Master Zone not sending through a value for the Parent Office to Marketing Hub.
Nerd Stuff
Set up site-to-site VPN.
Regression testing.