What’s new? v4.76 – People, companies and their research

v4.76.0 — People and companies, and research that actually finishes now It’s natural to think that a lead works at a company, and the CRM had planned for it without letting you enter it anywhere. In one real instance: more than eight thousand people and none with a company, against thirteen hundred companies registered. What…

v4.76.0 — People and companies, and research that actually finishes now

It’s natural to think that a lead works at a company, and the CRM had planned for it without letting you enter it anywhere. In one real instance: more than eight thousand people and none with a company, against thirteen hundred companies registered. What ended up happening could be read in the opportunities themselves: leads named “Name (Company),” because with nowhere to put both things, they get stuffed together wherever they fit.

Now the link is created in the three ways it actually happens: from the lead, with a field that searches the firm’s companies and lets you create a new one without leaving the screen; from the company’s record, linking someone who’s already there or registering a new person; and from a company-type lead, registering its contact person and transferring the open opportunities to them — which is what puts the sale in the name of the decision-maker and not the letterhead.

Companies stop getting duplicated. The “does it already exist?” check could be bypassed by launching two detections at once, and one instance had piled up 579 duplicates out of 1,351. Now the database itself prevents it. Existing ones are cleaned up with a tool that first shows what it’s going to do.

And “Research the company” made it all the way to the end for the first time. It refused to write, with a “no page could be read”: it discarded the sources its own search gave it, read Spanish with broken accents and asked the model for the addresses, which makes them up. From a real case: from always refusing, to a 26,000-character profile with 33 cited sources — and “no source” marks where it couldn’t confirm something, instead of filling it in.

Includes a CRM database change that runs on its own. Updating doesn’t turn anything on; the only thing that happens on its own is that opportunities inherit their holder’s company when they have one.

← Back to the index