Release (2.0.1) - 19 Oct, 2023
Last updated
Last updated
Superadmins and Sales Managers can now conveniently troubleshoot Event Details, Hosts, Rules, and Notifications all on a single page.
Click "View booking page" for the event you want to troubleshoot
Click Troubleshoot event to view troubleshooter
Enjoy an updated contact card design for a more intuitive and seamless user experience.
Attach event while adding a call
Navigate to https://app.iclosed.io/app/global-data/calls Click "Global Data"
Click "Calls"
Click "Add Call"
While adding a call you can select the event
Editable and Deletable Notes:
Navigate to https://app.iclosed.io/app/global-data and click contact card
Click Notes and you can edit or delete already-added notes
Efficient Deal Creation:
Navigate to https://app.iclosed.io/app/global-data/contacts
Click on the contact card for which you want to add the deal for
Click the "+ Deal" button.
Click "+ Add New Product"
Click "Yes, I'm Sure"
Add product details and press button
Streamlined Call Management:
Navigate to https://app.iclosed.io/app/global-data
Click on the contact card
Go to "Calls"
Click "More Details" if the call is strategy call booked
You will see the option to reschedule and cancel call
Improved Call Status Visibility:
Easily track call statuses in the call information tab, distinguishing between upcoming and past calls.
Enhanced 'Assigned to' Logic:
If a call is in the 'Strategy Call Booked' status and is upcoming, the 'Assigned to' option will be locked. To make changes, you'll need to reschedule or cancel the current call.
iClosed has included links to relevant articles and videos to offer a comprehensive guide for your reference. These resources are meant to complement the written content, providing visual demonstrations and supplementary information to ensure a thorough understanding of the topic at hand.
You can find articles everywhere in the iClosed app for a guide