Care of
På careofcrm.com använder vi kakor (cookies) för att webbplatsen ska fungera på ett bra sätt för dig. Genom att surfa vidare godkänner du att vi använder kakor.
Product update - Version 2.3 | Care of CRM

New Release - Cirrus 2 version 2.3

Boka en demo!

Release Friday October 4th

Cirrus 2 version 2.3 is here!
In this update we're introducing new features, enhancements, translations and more. Questions? Feel free to send us a message in our chat or email customercare@careofcrm.com.

Image

Budget displayed on dashboard

All users with a budget will get their budget displayed on the dashboard automatically. And if you're registered as a Sales Manager in Cirrus, you'll also get the whole team's budget displayed.

Image

Group you KPI's in custom tabs

We've improved the KPI feature with the possibility to group your KPI's in different tabs. For example if you want to collect them in teams or topics. Tabs are created and named by each user in step 4 in the "ADD KPI" process.

Image

Create activities in bulk

In the need to schedule a lot of activities with a list of clients at the same time? We've got you covered! We've introduced this feature in the accounts view. Make your selection of accounts in the accounts view and head over to "create activity" under the cogwheel in the top right corner. Select responsible user, activity type, date and add a description. Go go go!

Image

Open up all "More Information"

Some of our users asked for an easy way to be able to read all descriptions and results connected to activities at the same time. An awesome idea! The option "show more information" is now available in the top right corner in all activity views.

Image

Convert quote to order

Working with quotes and orders in Cirrus? No more double workload! Just hit "create order from quote" and all info from your quote will be converted into an order, in ONE click. Winning!

Image

Search in a result

Do you want to find a specific client in your search result? Or maybe look for that specific opportunity among everyone else in the pipeline? No probs, just search in the result!

Image

Upload files in all categories

We've made it possible to upload files in all categories. Drag n drop or choose a file from your unit. Files can be uploaded from accounts, contacts, leads, opportunities, projects, and orders. Check it out under the "Documents" tab.

Image

This release also contains

Translations and bug fixes. Questions about the release? Send an email to customercare@careofcrm.com, we'd be happy to answer your questions!