Brand New Emails Preview Screen, Voyager AI Relationship Charts — Buying Center, and other Various Improvements… (v6.3.0)
Coevera 6.3.0 introduces a brand new Emails Preview Screen — a dedicated Inbox screen that brings full email management directly into the CRM, with multiple email accounts, mailbox views for Inbox, Scheduled, Sent, and All Mail, three layout options, and a linked-records side panel that ties every conversation back to its Accounts, Contacts, Leads, and Opportunities. This release also extends Voyager AI Relationship Charts to the Buying Center on Opportunity records: the AI Relationship Charts Agent now analyzes contacts, activities, and email communication to propose a complete Buying Center — the people involved in a deal, their sales roles, and the lines of influence between them — with every change clearly tagged in Preview mode before it is applied. Among the Various Improvements, we have added User Lookup Fields in Automatizer Filling Options, Country Field as a Managed Common List, New Document from Template directly on records, Tags on Quotes and Custom Entities, Add New Quote from the Opportunity Sidebar, Quotes as a Chart Record Type on Opportunity Overview, and an Emails Preview Screen Voyager AI Prefill that auto-populates new Account and Contact records with publicly available data. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.
What's in this release
- check_circleVoyager AI Relationship Charts — Buying Center
- check_circleEmails Preview Screen
- check_circleVarious Improvements
