Winter is almost over in the Northern Hemisphere and it is thus time for us to give you a quick recap of all the new features and improvements released over the past few weeks.

➡️ Just in case you missed it, here is our Fall 2021 update 🍂

➡️ We also released a new “View Email in Browser” option 📧

Let's now talk about the Winter update…

Messaging

View Email in Browser

As mentioned in the introduction, we released a new “View Email in Browser” option, which allows you to place a link in your emails, so recipients can open them in their browser.

To activate this option, you must edit your sender profile. You will find step-by-step instructions in this blog post.

View Email In Browser

Once this is set up, a “View this email in your Browser” link will be shown in all future emails you send with this sender profile.

That way, not only do you give recipients the choice to view emails in their browser, but also reduce the risk of losing people's interest because your emails are not rendered properly.

Please note that this option also works with custom domains, which means that you can set up a custom domain in your sender profile and use it for the link.

In other words, it doesn't use a Platformly-related domain. Instead you can use your own custom domain, for a fully white-labeled experience.

CRM

New Shortcuts

We added two new shortcuts to the CRM:

From the Contacts page, you can now send an email, as well as send a text message to a specific contact, without having to open that contact's page.

Simply click on the email icon or text message icon, as shown below, to make those shortcuts appear.

Shortcuts

You can also add a note, as well as add an activity, as shown below:

Shortcuts

These two shortcuts should help you save time, so make sure you give them a try.

Speaking of shortcuts, if you would like us to create more shortcuts, don't hesitate to let us know 👌

Sales CRM

1-Click Update

You can now update the price of a deal or its status in just one click.

In your funnel, simply click on the price and change the value, as shown below:

Update Deal

Same principle for the status. You can easily change it by clicking on “Lost” or “Won”. Make sure you tell your sales reps about this!

Project Management

Projects Overview

You now have the option to mark projects as favorites, so they appear at the top of the page.

To mark a project as a favorite, simply click on the star icon located at the top right of the project.

Favorite Project

The project in question will then be repositioned at the top of the page.

Help

Video Tutorials

We added a new section in which you will find all the video tutorials we made. To access this section, click on the question mark icon at the top right and on “Help”. Then, click on “Video Tutorials”.

Video Tutorials

Tutorials are categorized by topic, so if you need help with CRM for example, you will be able to find all the CRM-related tutorials under “CRM”.

Remember we also have a knowledge base, in case you prefer reading. If you can't find the answer to your question, don't hesitate to get in touch with our friendly support team.

Miscellaneous

WordPress Plugin Update

We made several improvements to our WordPress plugin. The new version is now available for download.

If you already have our WordPress plugin installed on your site or blog, make sure you update it now.

Don't know what our plugin can do? Click here to learn more…

➡️ Click here to log in and check out these new features and improvements.

Not a member yet? Sign up now… If you have questions, suggestions or feedback, feel free to leave a comment below. We would love to hear from you!

Stay tuned! More coming soon 😉

Remember you can also find us on Facebook, Twitter, and LinkedIn.

About Author

Chief Operating Officer of Platform.ly, a platform made for busy online business owners focused on growth: Business Dashboards, Link Tracking, CRM, Lead Capture, Messaging, Marketing Automation, Reporting... Hobbies include traveling, fishing and basketball. I would love to hear from you so don't hesitate to leave a comment below!

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