Teamgate Release Notes: January 2024

TGD-1093: Workflow Automation

Summary: Workflows will enable Teamgate users to build efficiency through creating automated actions when specific triggers are met.
BETA Release Date: 18 December 2023 (10% of Growth/Enterprise users)
Wider Release Date: 16 February January 2024 (Teams and Growth users, per our new subscription plans).
Support Documentation
Video Walk-through
Customer Feedback Form

The following bug fixes were deployed during the month of January 2024:

TGD-1133: Webform Snippet

Summary: Our new Webform Snippet feature will allow create custom lead generation forms with additional security ad-ons through our partner RingCaptcha. Once finalised the code snippet for the form can be copied and pasted directly into the users website. Form submissions from your website will now automatically generate new leads within your Teamgate account.
Stage: Final Testing
Planned Release Date: February 2024
Support Documentation: TBC

TGD-1135: Increased List View Visibility

Summary: Customers can now select to view more than 25 leads at a time in leads/companies/people list views. Select from a dropdown of multiple options to view up to 250 leads/companies/people at a time.
Stage: Final Testing
Planned Release Date: February 2024
Support Documentation: TBC

TGD-1140: Custom Fields Mapping Improvements

Summary: Teamgate users will be able to create custom fields ONCE and deploy the custom field to multiple areas utilizing a check box. This functionality will also auto-map the fields between the areas selected (leads, people, deals etc).
Stage: Final Testing
Planned Release Date: February 2024
Support Documentation: TBC

TGD-1142: Increased Permission Options

Summary: Admin users of Teamgate can now select from different permission options to allow/deny users the ability to edit and create deals.
Stage: Final Testing
Planned Release Date: February 2024
Support Documentation: TBC

TGD-1150: LinkedIn shuttle improvements

Summary: Improvements between Teamgate and LinkedIn, allowing customers to add leads/people from LinkedIn directly to Teamgate with additional information. Integration improvements will also include the addition of the LinkedIn shuttle successfully working within the LinkedIn Sales Navigator environment/interface.
Stage: Final Testing
Planned Release Date: March 2024
Support Documentation: TBC

The below features are in initial planning stages and will be updated as they are closer to release.

TGD- 1134: Accounting Integration Improvements (Quickbooks/Xero/Bills Module)
TGD-1159: Adding lead metrics to Sales Funnel Reports
TGD-1152: Create Teamgate leads from Gmail/Outlook
TGD-1176: Teamgate x Zapier Integration improvements
TGD-1177: Twilio SMS Functionality
TGD-1178: Teamgate x Google Ads integration
TGD-1179: Teamgate x WhatsApp messaging integration
TGD-1183: Email Template Improvements (unsubscribe button)
TGD-1184: Email Template Improvements (easier image embedding)
TGD-1185: Deal Importing Tool
TGD-11xx: Lead Enrichment via Clearbit, Baremetrics and more.
TGD-11xx: Sales Insights Improvements (to include Teams metrics, Averages and Totals)
TGD-11xx: Teamgate Mobile App
TGD-11xx: Send Invoices via Teamgate Bills Module

The following bug fixes will be released by 14 February 2024:

Thanks for reading this January’s updates for Teamgate CRM.

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