Copy partner to Opportunity / Account when converting a lead
Summary:
🎉 Exciting News Alert! 🎉
Guess what? We've just made teamwork even more seamless and fun! Now, whenever you convert a Lead with an assigned partner into an Opportunity / Account, voilà – that partner magically tags along for the journey!
In the past, partners were like special guests – only making an appearance in Address Book/Contact List entries. But now, they're riding shotgun on the Opportunity / Account train, ensuring everyone is on board for success!
Say goodbye to manual updates and hello to automatic sync-ups! This means less time fussing with details and more time celebrating those big wins together! 🏆
So buckle up and get ready for a smoother, more connected adventure as we turn potential into payoffs!🚀
Applicable Editions:
All
How to Use:
🎉 Double the Fun - Partner Up and Power Through! 🎉
Unleash a whirlwind of collaboration and efficiency! Now, assigning a partner to a lead doesn’t just stop there – it starts an exhilarating chain reaction! 🔗✨
Here's the scoop: When you connect a partner with a lead and then give that lead the golden ticket to become Address Book/Contact List entries *and* an opportunity, your partner is along for the ride, every step of the way! 🚀
Consider them your dynamic duo, your trusty sidekick, seamlessly copied into both the Address Book/Contact List and the opportunity. It’s like teamwork on turbo mode! 🦸‍♀️🦸‍♂️
Why settle for ordinary when you can have extraordinary teamwork flowing effortlessly? Let’s see those partnerships shine brighter than ever! 🌟🔗✨
Allow partial search when searching for an Address Book/Contact List entry
Summary:
In the previous releases, searching for Address Book/Contact List entries in the Select Entry dialog must enter complete phrases. For example, when searching "Sunrise Adventure," typing only "Sun" won't return any results. You must either enter "Sunrise" or use wildcard characters - a feature many aren't familiar with. Now, you will see the matching entries while you are typing.
Applicable Editions:
All
How to Use:
The feature is available in following places:
- Opportunity / Account details - Assign a company, a contact, partners and competitors
- Case / Service Plan details - Assign a company, a contact
- Address Book / Contact List entry details - Assign a partner
- Lead details - Assign a partner
- Address Book / Contact List global search and default entry - Assign a partner
- Task dialog - Assign an Address Book / Contact List entry
As you type in the search field, matching entries appear in the table below.
Continue typing narrows down the results, showing only the matching entries.
You can search for specific entries by combining both contact name and company name.
When assigning a partner or a competitor in an opportunity, all partners or competitors will be loaded by default when the dialogue opens. You can enter search text to find a particular partner.
Display Single Sends in the new Campaigns module
SendGrid Single Sends are ideal for sending one-time emails to your contacts, such as monthly newsletters, product announcements, or service notifications. Campaign statistics for Single Sends are now displayed in the Campaigns module with the SendGrid integration. You can filter Single Sends by status and categories. Click the name of any Single Send to open your SendGrid account and view detailed metrics.
View entry details from pop-up
In many places, you can view entry information in a pop-up. For instance, in the Tasks module, you can preview Address Book entries in a pop-up with three tabs. While these tabs offer a quick overview, they don't show all the details. For complete information, you can now click the "Show all details" button to add the entry to the corresponding module and view the full details.
Enhancements & Improvements
Editing mailing address follows security right
In the previous release, permission settings for mailing addresses were not enforced. Now, you need proper permissions to add, modify, or delete addresses. You can manage addresses in the Address Book/Contact List entry Details tab.
- Without Read permission, you can only see the selected address, not other addresses, and cannot add, modify, or delete any addresses.
- Without Insert permission, you cannot add new addresses but can edit existing ones.
- Without Modify permission, you cannot edit existing addresses but can create new ones.
- Without Delete permission, you cannot remove any addresses.
Maximizer app for Outlook – Financial Services Edition
Speaks the Language of Finance, Right in Your Inbox.
We’ve tailored the Maximizer app for Outlook specifically for financial professionals. With the Financial Services Edition, your CRM experience now aligns with the language and workflows of your industry.
This version adopts financial terminology, so instead of generic terms like "Address Book" and “Opportunities”, you’ll see familiar labels such as “Contact List” and “Accounts". It’s the same powerful Outlook integration you trust, now customized to feel like a natural extension of your daily practice.
Designed to streamline relationship management, boost compliance, and reduce context-switching, the Outlook for Financial Services allows you to work more efficiently without ever leaving your inbox
Maximizer app for Outlook – Enhanced Sync Visibility
More control. More clarity. Less guesswork.
We’ve just rolled out new enhancements to the Maximizer App for Outlook that make it easier than ever to manage and monitor your sync with Maximizer.
- New "Enable sync capabilities" option in the Menu Dropdown for those who are not using syncing services yet
Quickly install the Outlook Sync or access your Sync Status and Settings—right from the app menu.
Our updated Data Sync Preferences now shows status indicators for each sync module, so you always know what’s working.
These updates are all about giving you better visibility and more confidence that your calendar, contacts, emails, and tasks are syncing seamlessly between Outlook and Maximizer.
