We're excited to share a new product update designed to increase your ability to streamline workflows by introducing followers to both contacts and opportunities filters, columns, and exports.
With the new update, a "Follower" field has been added to the contact filters. This addition allows for the creation of smartlists using this customizable filter option for Contact Followers.
Not only can you filter by followers, but you can also select the "Follower" field in the Columns Dropdown in order to:
In our ongoing effort to enhance your user experience, a new "Follower" field has also been added to the opportunity filters. This additional feature allows you to filter opportunities based on the Opportunity Followers – making it much simpler to organize and assign tasks.
Making workflows easier, we’ve decided to add the Follower column by default when exporting Opportunities. Similar to the contact export feature, Followers are exported as comma-separated User Names in a single column, making it convenient to integrate this data with your other systems.
These updates provide additional ways to personalize and streamline your workflows – ensuring you're always updated and able to track your contacts and opportunities with increased efficiency.
In case you missed it, have a look at our previous product announcement which featured the introduction of the Conversations Expandable Sidebar. If you have any queries or need help navigating these new features, feel free to get in touch with our team.
