Monday we released a minor update to the Tasks Report - which now enables you to filter your tasks by Due Date. We made this change based on feedback we received from users just like you and we thought it made a lot of sense. If you have a suggestion or feedback on how to
The ability to perform bulk actions on Leads, Opportunities and Accounts has been a big hit! - So we've kept going. The latest bulk action now available is ownership reassignment. You'll find under the Bulk Actions drop down list near the bottom of each of the Account, Opportunity and Lead list pages a new option
Lately we've had a lot of feedback about the list pages in Simple Sales Tracking - where you view your lists of Accounts, Opportunities, Tasks, etc... and the capabilities that are available. From that feedback, some of the first steps we've taken include: The ability to bulk select rows quickly Additional bulk actions on
2013 was a great year for us at Simple Sales Tracking. We welcomed a mass of new customers and steadily added new product features, being careful to keep Simple Sales Tracking easy to use and work inline with what you've come to expect. Thanks for making it a great year! Looking ahead to 2014,
Yesterday, we published the latest release of Simple Sales Tracking, which includes a new text editor. With better support for newer browsers and mobile - we think you'll be pleased with the latest. The controls are very similar to the old editor, so you should feel comfortably right at home. The editor is used
From time to time we get asked for the ability to delete multiple records at once. This is especially true of Accounts, Opportunities & Leads. So - Thanks for the feedback, and you'll find we've now included this on each of the list pages.
Between now and into the new year, we'll be releasing a number of new capabilities to Simple Sales Tracking that have been highly requested. In today's release we've introduced the My Resources page, and the ability to Downgrade Opportunities to Leads, along with a number of other smaller tweeks and improvements. My Resources Maintain
Here's a quick update to let you know of 2 recent updates to Simple Sales Tracking. Based on the feedback you've been giving us we've - Added an additional 2 customizable fields, for a total of 7. Added the ability to filter Account, Opportunity and Leads list pages by City and State. Simplified the
Your communications with prospects and customers is likely to include sending email messages. Until now, you've been limited to using either Notes or the Outlook plugin to track those email communications. Now, with the new Messages feature, you can easily forward any important email message to Simple Sales Tracking and have it automatically included in
Any Account, Opportunity, Lead or Contact where you've provided an address now has a link - which opens up a new window with a pin marking the spot on Google Maps.