As always, please feel free to contact your Lead Liaison Representative with any questions about the enhancements below. Not yet a client? Schedule a demo here!

SALES: New Features & Improvements

1: SHIFT ACTIONS IN A RHYTHM [details]
With Shift Actions, you can now move Suspects around in a rhythm, delaying or accelerating actions per individual. Use the checkbox to select the appropriate Suspects to take action on, and then use the Actions drop-down menu to select the appropriate actions.

2: FAILSAFE FOR RHYTHM STEPS OUTSIDE OF SCHEDULE [details]
We have added a new prompt: when saving a rhythm, if any step is set to occur outside of the rhythm’s schedule, a prompt notify you and prevent you from saving the rhythm until all steps are set to occur within the rhythm schedule.

3: NEW FILTERING OPTIONS FOR ORGANIZATIONS AND DEALS [deal pipeline details] [organization pipeline details]
Use Quick Filters to sort through organizations and deals using any criteria. Easily save and share your filters with team members.

4: NEW MERGE FEATURE FOR PROSPECTS, DEALS & ORGANIZATIONS [merging deals] [merging organizations] [merging prospects]
Combine duplicate records of prospects, deals and organizations with a simple new Merge tool, which combines timeline information and updates records based on chosen criteria.

5: ADD PRODUCTS AND TRACK THEM IN ONEFOCUS [details]
Products are services or products that you can associate with deals. Enter product details such as a code or skew, product or service name, description, price, price type, and term. Associate Products with any deals and it will show up in organization profiles. You can also track products and segment data by product.

MARKETING: New Features & Improvements

1: NEW AUTOMATION ACTION: UPDATE TASK [details]
Now it’s possible to update Tasks in bulk in the system. This is useful when changing Owners from one User to another, among other benefits.

2: UPLOAD FILES TO THE WEB FORM BUILDER
Create web forms with new functionality. Our new Upload Files function enables prospects who are completing forms to easily upload associated files!

3: HAND WRITTEN LETTERS ARE BACK [details]
Add the personal touch to your communications with hand written letters. Create hand written letter templates, add personal messaging, logos and footers, choose handwriting styles, even include drop-ins like gift cards and items with ease.

4: DETAILED SURVEY RESULTS ON WEB FORMS [details]
View reports on the answers to your survey questions and drill down into the data using the Question Stats or Survey Results functions.

5: GOOGLE ANALYTICS VISITOR TRACKING INTEGRATION [details]
Map audience data from Google Analytics to Lead Liaison and Lead Liaison data to Google Analytics custom dimensions. The integration enriches Google Analytics reports with company information, scores and other data collected by Lead Liaison that Google Analytics users wouldn’t natively see in Google’s platform. Similarly, Lead Liaison users can pull in gender, age, continent, metro, region, latitude, longitude and more from Google Analytics to enrich Prospect records and use relevant criteria in segments.

6: NEW MERGE SETTING FOR TASKS IN A TASK GROUP [details]
It is now possible to use the merge setting to add merge fields to your Tasks within a Task Group.

EVENT Features, Improvements & Bug Fixes

1: NEW VISIBILITY OPTIONS FOR THE BUSINESS CARD ELEMENT
Allows visibility to be adjusted in event elements based on form data – such as “only show business card capture when the first option is selected”.

2: EVENT CAPTURE SCREEN BACKGROUND COLOR [details]
Further customize form styling with adjustable Event Capture Screen Background color to match your brand or event colors.

3: EVENT CAPTURE SCREEN CUSTOMIZATION [details]
Customize your Event Capture Screen further with our new Background Color option!

4: DOCUMENT / SECTION ELEMENT – STYLE OPTIONS [details]
The buttons generated for Documents and Sections inherit your theme’s color. However, you can now override the theme color by clicking on the Document or Section on the canvas, clicking the Style tab, and toggling the switch to change the button background color and font.

5: ORGANIZE FORMS USING SECTIONS [details]
Sections group together common fields like contact data, company info, or survey questions. With Sections, your form is cleaner and easier to manage for end users.

6: NEW EVENT TEMPLATES [details]
Create a template for events, then choose the template for your next event to same time setting up!

7: VIEW AUTHORIZATION CODES IN APP [details]
Did someone forget their authorization code before an event? Never fear! Now you can view authorization codes right in the app.

8: DISABLE AUTO-CROP ON iOS [details]
If you prefer, you can now set disable auto-crop on iOS devices, and make that the new default. Auto Crop crops the business card to omit outside image items.

9: CAPTURE SUBMISSION LOCATIONS
With Submission Locations, you’ll never forget where you captured each lead. Submission Locations saves that information by storing location data for each submission captured!

10: IN-APP INTERCOM SUPPORT [details]
The Support Team is just a tap away if you need them. Intercom is now part of the app! Start a conversation, open a ticket or view documentation in the Support area of the mobile app.

Interested in the solutions you see here?