Sales pipeline management
Week 45, 2024 — November 4 to November 17
Track your deals from first contact to close with our new pipeline management system. You can now create custom sales pipelines with multiple stages that match your sales process, whether that’s “Lead → Qualified → Demo → Proposal → Closed” or any other workflow that fits your business.
Each deal can be moved through your pipeline stages, giving you a clear view of where every opportunity stands and helping you forecast revenue more accurately. The pipeline view integrates seamlessly with your existing FirstQuadrant campaigns, so prospects automatically become deals when they show buying intent.
Enhanced contact management
Managing your sales contacts just got significantly more powerful. You can now save custom filters to quickly find specific groups of contacts, create suppression lists to exclude certain prospects from campaigns, and organize contacts with custom properties that matter to your business.
The new contact system also includes calendar event tracking and note-taking capabilities, so you can keep all your prospect interactions in one place and never lose track of important conversations or meeting outcomes.
Improvements
- Added webhook configuration interface for connecting FirstQuadrant with your other sales tools
- Enhanced mailbox management with improved settings and configuration options
- Added file management capabilities for organizing sales documents and resources
- Improved the overall settings interface with better organization and easier navigation
- Added administrative controls for team management and account oversight
- Enhanced data views with better filtering and sorting options
- Added domain management tools for email deliverability optimization
- Implemented property enrichment to automatically fill in contact details from public sources
Behind the scenes
- Built comprehensive API infrastructure for deals, pipelines, and contact management
- Added database support for storing custom contact properties and deal information
- Implemented session management system for improved user authentication
- Enhanced data models to better track contact sources and interaction history
- Added API key management system for secure third-party integrations
- Improved database architecture for better performance and scalability
- Updated application routing system for faster page loads
- Refactored core systems for improved reliability and maintainability
- Enhanced dependency management for better security and performance