May updates include a new Check-Ins field and Field Lens updates.
Expansion Opportunities
Have you ever had the good fortune of performing a Check-In that spawned another Opportunity? Or maybe you've needed to go back into a Check-In and link an Opportunity to better track the sales flow? Now, you can link these Expansion Opportunities during or after your Check-In conversations with the customers.
By tracking Expansion Opportunities, we can analyze trends to better understand how our activities correlate with new business.
You can also see the linked Opportunities associated with your Check-Ins on the My Check-Ins view. Click the Opportunity name to open it in a new tab.
Field Lens Status
We've added a column to the Field Lens request table to display each request's current status. You can now filter and sort by these statuses as well.
Here's a quick breakdown of what each status indicates:
Open Requests Table
Open for Boosting - The default status for any newly created request.
Evaluating - Waiting to be triaged by the relevant team.
In Progress - Currently being worked on by the stakeholder.
Accepted - Triaged and validated as a legitimate request.
Needs Clarification - More info is needed before this request can move forward.
Historical Request Table
Delivered - Request completed and requirements met. No further action required.
Rejected - Triaged but not considered valid to move forward.
Additional Updates and Fixes
🐛 Fixed an issue where certain selector options were not displaying correctly
🛠️ Added logic to prevent duplicate names for Field Lens requests
🛠️ Back-end improvements and performance updates