Email Plans are a great way of automating emails to send to your stakeholders at just the right time. Have a read of this guide for a full overview.

Email Plans on Events are super useful as they offer you a way of scheduling mailshots relating to the event in a timely fashion e.g. a week before the event, on the day itself and a week after. This enhancement enables you to be far more granular when selecting the email audience, to use a combination of Contact Type and Attendance Status. For example you could select to just email all Attendees who did attend the event, filtering out those who registered but didn't make it. That allows for some very targeted communication.

We have added some colour coding to tickets to better reflect Status where attention is needed - the Subject of the ticket will be highlighted in Red when the ticket is Overdue, and will be highlighted in Orange when it is Approaching SLA.

This brings Tickets in line with other entities such as Activities and Opportunities. Check out this FAQ for an overview of what you can do with Helpdesk.

Duplicating Campaigns entails more thought than other duplications in the system. As well as the Campaign itself, you have Leads, Contacts and Companies associated with the Campaign. This enhancement gives you the ability to inherit the audience when duplicating a Campaign, with a few clever options around that.

This is super helpful if you send multiple emails to the same audience, but want to keep your statistics specific to each email, rather than the audience as a whole. Take a look at this FAQ for details on the options available

Revenue Forecast is a super useful component of the Opportunities module. It allows you to segment the total value of the Opportunity into expected revenue periods. For example you might sell a package to a customer, expecting an income of 50% at the start of the project and a following 50% on completion. You can split those amounts in the Revenue Forecast section. This FAQ explains the feature in more detail.

This latest update allows you to use the Probability and Weighted Amount frm the parent Opportunity and apply them to all your Revenue Forecast rows.

We have extended our Email Plan feature to allow you to schedule either one or a series of SMS messages to Leads and Contacts. 

You can find extensive documentation of Email Plans here. This is a great way to automatically schedule key messages to your customers and prospects, so we are super pleased to have extended this feature to include SMS/ text messaging.