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.

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.

Last night we added the option to download your contact information as a CSV file directly from your search results page.  This is a popular request by our clients and helps marketing and sales people easily and readily get a dump of the data with search criteria. To use this new feature you must be either a ‘Account Admin’ or have the newly created role of ‘Export’. If you have the correct permissions then the option to download as a CSV will show up on the left hand side of the search results.

Been a while since I last blogged.  There have been a few new updates that I need to point out. Deal Reports We are quite excited about this much requested feature.  The old system had the ability to create reports based upon the Pipeline data in the system.  You can now create your own reports and we have made it as easy as possible to customise what you want to see in the report. Now you can build critical business reports quite easily with less fuss. Advanced Search Options We have added more advanced search options Filter by Subscription (Unsubscribed/Subscribed) Global Search – Allows you to see other team members customers (read only view) Filter by whether the contact has an Email address Filter by contact plan – find which customers are on the ‘newsletter’ plan New Searchable Company Field called ‘Code’ – useful for loose integration with external systems Quick Search A new feature added today – quick search is a search box that is on nearly every page.  So that you can jump to customer information in a flash.  Other Improvements There were quite a few bugs that were found and squashed.  We also added duplicate checking to the import wizard. As always we welcome feature request.  If you have any questions or would like to talk to someone about using our service please contact me // ' + e + ''); // ]]> Email address protected by JavaScript. Please enable JavaScript to contact me.

Today we are releasing some new features: Documents and Attachments You can now associated documents to the company and contact pages.  This provides a very easy way to centralise important files for particular opportunities.  Part of this update is the new ability to attach documents to your outgoing emails. Email Forwarding We now support sending a copy of your emails via outlook and other email clients via a bcc service. By adding // ' + e + ''); // ]]> Email address protected by JavaScript. Please enable JavaScript to see email address. to your outgoing emails we will now add these emails to the contacts message history.  You can also forward emails that were sent to you via your customers. Setup Wizard The initial sign-up experience has been rounded out with a new setup wizard. The wizard brings together existing admin functions into a streamlined easier experience.