Exporting Leads from CRMv2
Now, admin CRM users will be able to export leads as a mass action and they will be able to choose which fields they want to export from a list of fields.
Additionally, at the Exports page under the administration tab, you will have a full history of all your exports, and you will be able to download the file from there.
Update of Tags functionality
From now on, all tags will be displayed in the lead grid - if there are too many tags, it will show 3+, but the user will be able to see which additional tags were applied when they hover over the 3+.
When the user opens the tag list, they will see an extra tab for "assigned to lead" so they can easily view/manage the tags that pertain to that lead.
You will also be able to search for tags using a search bar. The scroll window will change, so that bottom buttons (add a tag and apply) will always be visible while scrolling through the tag list. When a user adds a new tag, that tag will automatically be selected for the lead.
Campaign Editor - Automatic Assignment
With Automatic Assignment functionality, we made some design changes and improvements to make it more clear.
Now, in Automatic Assignment section, you will find more info and guidance so that you are more aware on how to use automatic assignment options.
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