Dashboard hit 1000 accounts sometime last Monday! We’re very excited about this – many different companies have signed up for dashboard; Real Estate Brokers, Web Development Houses, NBA Franchises, Financial Trading Firms, Magazines, Law Firms, Production companies & EVEN Air Conditioning companies find it useful!
On another note – we’ve been kind of quiet. We know that we haven’t been vocal on our blog in the past few weeks, but that’s only because we have had our heads deep in thought – focusing solely on improving dashboard.
Filters: We understand that you need to be able to view certain leads based on criteria. We made a way to do that – filter out leads that are not important to you by selecting what is important from the drop downs in the lead/deal listing sections. (Filter based on Lead Type, Status, Source, Lead Owner or Tags)
Sorting: This suggestion came up a few times. You can now sort your leads by clicking on lead name, date, status, source or lead owner from the lead/deal listing sections. (See image above)
Tags: Organize your leads in a different way – we created colorful tags. (See image below)
Foreign Currency: This may be the second most useful feature for our users – How do we know? Because you asked for it!? You can now set your account currency to one of fourteen different international currencies.
What else has changed?
Ubiquitous “Add lead button”: This feature request has come true. Click on the box icon with a plus on it next to the search.
Improved Activity Feed: We’ve made the feed a bit richer with information – you can now see when new users are added to your account. The feed will continually be improved – so look for more changes in the future.
Improved CSV file Importing: We’ve improved the speed/reliability of the CSV uploader – but we’re going to tweak it some more in the coming weeks.
A lot more: Form data is retained when you mess up adding a lead. We’ve taken steps to improve support for Internet Explorer 7 & 8. Also – we’ve taken care of a lot of little bugs that have to do with notes, todos & documents.
So what is next?
Lead Types: This is definitely the MOST requested feature – we’re debating how to push this out. This would allow you to identify leads by what is most important to you and collect information that is vital to your business. You could get a surprise as early as next week.
Avatars: Soon you will be able to put up your own pictures for users. We’re going to get these out to you in a few weeks.
Data export: We believe your data is yours and should be free (and you do too, of course). We’re going to be allowing export of data in CSV & XML format.
Update: The nice folks at Useful Tools gave a pretty good writeup! We definitely recommend them. As always – we are available for support – just hit the “feedback” button or give us a call. We would love to hear how we can improve. Thanks for your support and we appreciate all of you.