New CSV Import, Charts, Compact View

11 Oct 2018

We are happy to announce the Coevera App v1.2.0 release of Coevera Cloud. This release includes even more features from the desktop version, many mobile-related features and stability fixes.

New Features and Small Enhancements

General Improvements

Introducing CSV Import – You can now import leads, opportunities, accounts, and contacts into Coevera.
A brand-new Dashboard Charts – As we focus on visualization, we bring exceptional dashboard experience. You can now create a dashboard report within Reports and review your dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. using up to 50 charts. Dashboard charts can be created for Leads, Opportunities, Accounts, Contacts, and Activities.
For better navigation, the bottom menu is expanded by default for all new Trial Users. With these improvements, you can easily see all the main features. You can also hide the expanded menu by clicking on the arrow in the bottom right corner.
We made it easier for new users to enter the Coevera Cloud! You can now go straight into the productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. without the necessity to select Space.
We have updated the Compact View! For better orientation, the records boxes within the Compact View are now limited to show the maximum of 5 last updated records.

Administration Improvements

In Administration › Units, Users and Roles we made it easier for you to edit individual roles you created. You no longer need to double-click to open the roles settings. Instead, simply click on the role and the menu with Edit Role button will slide out.

Leads and Opportunities Improvements

You can now create Leads and Opportunities by double-clicking anywhere in the PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. View step area.