New Features:
Sales
- We have updated the process to Close-Win/Close-Lose an Opportunity. There is now a Win or Lose button depending on the action you have chosen. Clicking this button will now update the Opportunity to the status required. Clicking on Save/Save & Close will now save the information but not update the status of the Opportunity.
- Click Dimensions has updated the Scoring Model for Contacts. We have updated the way these calculations work against a Contact and how they roll up to an Account.
- Scores are now stored in their own table called "Scores". These are related to a Marketing Activity (Posted Forms, Campaign Responses, Sent Emails, etc.) and now store in its own record.
- The Score record now contains the Contact associated and the score value.
- This value is rolled up to the Account "Total Engagement Score" that drives the Account Stages based on the thresholds in the Configuration settings.
Revenue
- Order Lines will now be inactive if the Unit associated with it is not time based.
- Order Lines that are linked to a Project will remain active until the Project has been completed.
Bugs:
- Numerous bugs identified have been addressed and updated.