SalesNexus June 2024 Release

by | Jun 4, 2024

Today, SalesNexus announced the release of the latest updates to its CRM and Marketing Automation Suite. This is scheduled to be available on Wednesday, June 5, 2024

HERE'S WHAT'S NEW

GROUPS IMPROVEMENTS

Create Task in Group

With the latest SalesNexus updates, you are now able to create tasks in Group View, and  create a group from Contact View. Moreover, contact notes and tasks now display in Group.

TASK LIST IMPROVEMENTS

Add Contact fields in Task List feature

We have expanded the contact view so you can pick and choose any contact field to Task List columns to make your contact view make sense to you. 

Skip Refresh Task List When Setting Complete with Followup

EMAIL IMPROVEMENTS

Eliminate the unsubscribe link when using Email Template button

You now have the option to eliminate the unsubscribe link when using Email Template button.

CAMPAIGN IMPROVEMENTS

Email option in Contact Menu. Save Lookup Option Before sending a campaign

You can now save any Look Up into the system. Then, you can choose any Saved Lookup within Add to Campaign page.

Start Campaign with this Template will ask user for (subject line, campaign name)

Save and Begin Campaign - should load the # of contacts once a lookup selected.

BUG FIXES

  1. Several general performance improvements
  2. Imports – Fix add field issue
  3. Fix Errors due to expired session
  4. Fix Automation Plan List failing when one of the criteria’s value has quote.
  5. Notes report links should use https instead of just http.
  6. Extend Sales Report timeout