Mobile app

📢 What's New

Mobile app 2.2.22

What’s New in 3sigma CRM 🚀

🚀 New Features Pin Lead List – Keep important leads at the top for quick access.

Notification Tester – Check if your notifications are working.

Easy Sharing with Tracking – Share invoices, quotes & orders as trackable links.

Attach Images to Links – Add images to invoice, quote & order links.

🔍 Improvements Smoother Experience – Improved design & navigation.

🛠️ Bug Fixes Performance upgrades & minor fixes.

New Dashboard View – A fresh, improved design with better insights.
Employee Location Tracking – Track your team's locations and view reports right from the dashboard.
Order Management – Easily create and manage customer orders.
Lead Distribution Rules – Set up custom rules to automatically distribute leads to your team.
Multi-Business Support – Manage multiple businesses separately with different leads, teams, and follow-ups.
Bulk Lead Automation – Apply automation rules to multiple leads at once for easier workflow management.
Revamped Quotation System – Customize your quotes, invoices, and orders. Add terms, bank details, and choose what fields to show.
Custom Organization Profile – Set up company details for your quotations, invoices, and order PDFs.
File Uploads for Pages & Tasks – Attach PDFs, videos, and other files to pages and tasks for better organization.

Better Task Filters – More filtering options to help you find tasks easily.
More Customization for Quotes, Invoices & Orders – Personalize fields and details as needed.

Last updated 1 month ago

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