We have tidied up a minor disparity between the Sales Stage field options available on the Lead Conversion screen, and the options available on the Opportuntiy screen. Both lists will now defaut to the first value in the picklist. This includes any "--None--" or "--Please Select--" or similar placeholder value.

You can still override the default to pick the stage required. Take a look here to learn more about the Lead Conversion process.

We have updated the icons that you use to switch between Board, List and Graph (where relevant) views as well as the icon to create/ edit Custom Views

Board view is a super useful way of viewing data as opposed to in list form - take a look at this FAQ for more information.

As well as how the data is rendered, you need to set some parameters to make sure the data you see is useful and relevant. That's where creating Custom Views comes into play.

Any emails you send via OpenCRM will be sent one by one. Behind the scenes, if you schedule a bulk email to 10 recipients, it will individually process and send ten emails. This means you can use merge variables to personalise each mail. If you have multiple campaign mails scheduled to be sent concurrently, they will all be triggered and sent at the scheduled time, rather than being queued. 

Click here to learn more about bulk emailing and email quotas.

A new build of Pop2OpenCRM which corrects some authentication issues seen with MS365 mailboxes. This is just an update to the component we use, there are no feature additions or changes. To learn more about how you can configure and use our email integration tool Pop2OpenCRM, click here.

A setting has been added to the additional settings section: "Disable rounding on markup - prevents rounding issues when using multiple decimal places on list prices or when markup is entered or calculated to a percentage of more than two decimal places" 

This will stop the margin from being rounded and therefore stop the list price being recalculated. The setting is OFF by default. Click here to learn more about using Margin and Mark-Up in OpenCRM