Updates in saleslifecycle.com

by Andrew2. September 2013 2:17
We pushed updates on the weekend to your saleslifecycle.com account.  Let me highlight some of these changes here: Contact Edit Options For each contact now there is a new bundled edit menu allowing you to easily edit your contacts Download a VCard into outlook Defer actions - this lets you add days to your contacts tasks Clear Errors - If you have actions in an error state (email blocked or invalid) you can clear these errors now with one easy click. Edit Member Options The members section also has been improved with a new edit menu. Defer actions across the entire team members contacts New Suspend user option - This will allow you to suspend the user allowing you to add another member in their place.

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Updates

Saleslifecycle.com now supports recurring actions

by Andrew1. July 2013 10:22
Last night we pushed an update to support recurring actions, this is great news for tasks which happen on a regular frequency.  You can now specify the frequency (every week, monthly etc.) and the number of times it is to happen - by default the task will recur indefinitely. The plan template now supports this new feature as well.  This should simplify the plan creation process dramatically.  Unfortunately, changing the existing plan template will not automatically change your contact plans - I'm looking forward to solving that problem in a future update. So what does it look like? When you make a task recurring there is a new 'repeat' icon on the right hand side.  This is a quick visual cue that the task is going to be repeated upon completion.  Future occurrences are not shown and only the first instance is visible. What does the editing experience look like? When you edit any action you now see a new section under the time called 'frequency', by default it is set to 'only once'   The new frequency options are: Only Once Daily Weekly Every other week Every four weeks Monthly Every other month Every three months Every four months Twice a year Yearly Every other year So try it out today and let us know what you think. Cheers.

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Updates

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