Sales Portal 1.2.9

Sales Portal 1.2.9 has a number of new features and some fixes that are aimed at helping you to grow your business

  • Add email draft id to sales actions
  • add background processor that sends list of prospects with email draft to use to OP for automated email send
  • note, op is changed to allow different emails for each prospect
  • Add automated campaign logic:
    1. when you define sales action you define # of days between sales action
    2. background processor that adds campaigns to prospects based on automated campaign date range and selection criteria
  • sales actions - add flag to control if it displays on the prospect add sales action (display for Salesman flag)
  • campaigns - add flag to control if it displays on the prospect add campaign (display for Salesman flag)
  • Allow delete/change of sales action, even if assigned to prospects
  • Allow delete/change of campaign, even if assigned to prospects.
  • Help text on Insert/update sales actions
  • Help text on Insert/Update automated campaigns.
  • Help text on Insert/update email sales actions.
  • Unsubscribe logic in Order Portal is changes, any prospects that unsubscribe the opt out date is passed back to sales portal and prospect is updated with opt out date
  • All email selection logic will exclude any prospect where opt out date is filled out.
  • automated campaigns - added ability to only select if prospect was created >= campaign start date
  • completed sales actions - added sales action date.
  • fix search error if you put in sales action date and there were no matches, pulled up all prospects(due to eliminate dup logic) 4/1/09
  • Add a new field, Salesman Name to the autoresponder information sent with email . This is salesman first name, a space, plus salesman last name
  • Automated Emails and Campaigns the 3 multiple selection fields (territory, lead source and status) did not clear when you selected new options. This is now fixed.
  • Work with prospects searching. Added check box to territory, lead source and status. You can select prospects that do NOT have this field filled out.
  • add in round robin logic
  • Email request responder logic:
    1. When you click on the email link in a prospect, will add cc, bcc, subject, and body. The values are stored in the Application Configuration
    2. Added email templates to use for cutting and pasting into response emails.
  • Security flaw that allowed access to admin for non admin users was identified and is fixed in this release.
  • calendar - on order portal requests when you hover over the link in calendar the question will display
  • new database scripts to run
  • new tags in xml_config/appConfig.xml: