Good morning everyone!
It's Andre - CEO/Founder at OnlySales. Welcome to week three of our "Weekly Major Updates" initiative!
If you missed our last two updates, you can find them here:
4/29 - Reblasting CSV's Update
5/6 - Lead Transfer Update
We spent most of the week on internal meetings- going over all of the feature requests, and help articles, trying to find the best items we could work on to help the most people.
Some of the work this week we're still polishing for a larger update a few weeks from now - but that's not to say our hands are empty this time.
Here's what we have for you all!
New Features:
- Easier access to support and help:
This request we're still working on internally. Most of you have noticed the ticket reply speed has increased substantially from the last few weeks. Some requests are still slipping through however, and we will continue to reorganize our end until we can get back to everyone at lightning speeds.
In the meantime - on nearly every page in the app, you can now find a Learn button:
When clicked, you will find a dropdown list of all applicable guides to that feature/page. Select whichever one you'd like - and it'll open as an in page pop up. Part of the new help system we're using!
This should help with most commonly asked features - but as always, we're available in the chat to help directly as well!
- Message Shortcuts:
This one - we really like, and we hope you do too.
When I was an agent myself, I obsessed over optimization. How to do the most in a day, in the least time. Not to take off time, but to do double the work. I think that's a trait we all share here - and this should help.
Some of you might already be familiar with this feature (it's offered through some internet extensions) - but we now have it built into the app directly.
If you go to Message Templates, and edit a template - you'll notice a new field called Shortcut:
Here's the magic - whatever shortcut you set in place here - you can use in any message box in the platform, to instantly copy your template in place:
- Uploading Duplicates - Can exclude tags:
Two weeks ago, we released an update to the uploader, to allow anyone to upload a CSV again, ignore duplicates - and add that CSV to a specific workflow.
One of the major requests since was - can we exclude a specific tag? So, we added it into this update. On the third page of the uploader, to use the feature - turn on Ignore Duplicates, then set the tag you'd like to exclude, like this:
- Quality of Life fixes:
- Bulk Ops Speed:
For any operations that apply to a large group of leads (upload, add batch to workflow, download leads, etc) - we sped up the time it takes to complete, at a factor of 2x on smaller lists to 4x on larger ones. Basically - downloading or adding a workflow to a large list, should now take a fraction of the time.
That's it for now!
Next Monday- we'll have another update for you guys. And the Monday after that, and so on!
Each time, the new features come from you guys - so don't hesitate to reach out with ideas, or submit them through the changelog tool.
As always - thank you for using OnlySales!
