In this release...
The latest updates and improvements to the adviser Pro app include:
- The launch of our Zapier integration
This allows you to automatically send your Unbiased leads to your other business systems, saving time and reducing errors from copy/paste and rekeying.
- Configurable Enquiry Sort Order
- Configurable Enquiry Columns
- Multiple Improvements to Enquiry Filters
- Multiple additional enhancements to the display of Enquiries
Integrating Unbiased Pro with your business systems saves you time and reduces admin by allowing you to automatically sync Unbiased leads to your CRM and BI/MI software .
Zapier is software that makes it easy for non-technical users to send data from one system to another e.g. from Unbiased to Hubspot (or even Excel).
We chose Zapier because:
It is quick and easy for everyone to use
They offer a 'free forever' plan
It connects to over 3000 systems
To find out more, simply select the Integrations menu after logging into Unbiased Pro and read our Guide to using Zapier.
Sort enquiries by any field on the new All Enquiries tab
We’re continuing our efforts to help you manage your enquiries. We’ve now added the ability to sort (on the New Enquiries tab) so that you can see the most important enquiries first. You can sort on any field including:
Choose which columns to show/hide on the new All Enquiries tab
We’re continuing our efforts to help you manage your enquiries. We’ve now added the ability to choose which columns display so that you see only the information that is important to you. You can also choose the order in which they are displayed.
Improvements to Enquiry Filters
These updates include:
- Updating the Pipeline Status labels on the All Enquiries tab to make them more reader-friendly
- Using a default ‘from today' date filter
(unless you specify otherwise, in which case your preference will be saved)
- Clearing your saved preferences from the local browser storage when you manually log out
(for more security)
Fixes and Improvements
This release also includes the following small fixes and improvements including:
Adding the new ‘Saved Filters’ to the Profiles tab
The ability to filter New enquiries on the All Enquiries tab
The inclusion of Unavailable enquiries on the All Enquiries tab