Coevera 1.2.0 brings Google integration for Contacts, Calendar, and Tasks, adds CSV import and dashboard charts, and streamlines record creation and administration across Coevera Cloud.
The headline of this release is Google Integration: you can now connect your Google Apps to Coevera Cloud and create, update, and edit data across Google Contacts, Google Calendar, and Google Tasks. Everyday work gets faster too — Leads and Opportunities can be created by double-clicking anywhere in the Pipeline View step area, and in Administration › Units, Users and Roles a single click on a role now slides out a menu with an Edit Role button, so double-clicking is no longer needed.
A bundle of usability updates rounds out the release. A new CSV Import brings leads, opportunities, accounts, and contacts into Coevera, and a brand-new dashboard charts experience lets you build a dashboard report within Reports using up to 50 charts for Leads, Opportunities, Accounts, Contacts, and Activities. New trial users get an expanded bottom menu by default and go straight into the product without selecting a Space, and Compact View record boxes now show the five most recently updated records.
What we're proud of
Coevera 1.2.0 integrates Google Contacts, Google Calendar, and Google Tasks with Coevera Cloud, so you can create, update, and edit that data through the CRM you already work in.
You can now integrate your favourite Google Apps with Coevera Cloud! With this integration you can create, update and edit data integrating with:
Google Contacts
Google Calendar
Bundled updates: CSV import for leads, opportunities, accounts, and contacts; new dashboard charts with up to 50 charts per report; a default-expanded bottom menu for new trial users; onboarding straight into the product without selecting a Space; and a five-record limit in Compact View boxes.
Start a free trial and explore what's new in Coevera 1.2.0 for yourself.
No se requiere tarjeta de crédito · Prueba gratuita de 14 días
