December 2023
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      2. Release Notes
      3. December 2023

      FlashInfo New Weekly Update [17th December 2023 - 23rd December 2023]

      FlashInfo Discover


      Territory Management - V1.0


      Territories allow you to define specific search criteria so you can limit which people and companies your reps are able to prospect.

      Users will be able to:

      • Create New Territory
      • Edit Existing Territory
      • Delete Existing Territory
      • Assign Users to a Territory
      • Select Country and Hide for Users to Access those country data


      Added Role-Based Permissions for Territory are as follows:

      • Owners can create territories and assign them to all users in the organization.
      • Admins can create territories and assign them to all users in the organization.
      • Users cannot create territories.

        Add Territories

       

      HubSpot Integration With FlashInfo


      FlashInfo allows you to manually configure and change the way HubSpot fields are mapped to FlashInfo fields. This helps ensure that data is mapped correctly across both systems.

      Users will be able to:

      • Create New Custom Fields
      • Edit Existing Custom Fields
      • Delete Existing Custom Fields
      • Assign FlashInfo Fields to HubSpot Custom Fields


      User can able to create custom field into:

      1. HubSpot Contact Based
      2. HubSpot Account Based

      Add Custom Field

      Salesforce Integration With FlashInfo


      FlashInfo allows you to manually configure and change the way SalesForce fields are mapped to FlashInfo fields. This helps ensure that data is mapped correctly across both systems.

      Users will be able to:

      • Create New Custom Fields
      • Edit Existing Custom Fields
      • Delete Existing Custom Fields
      • Assign FlashInfo Fields to SalesForce Custom Fields


      User can able to create custom field into:

      1. SalesForce Contact Based
      2. SalesForce Lead Based
      3. SalesForce Account Based

      Add Custom Field

      Social Intent with FlashInfo

      FlashInfo Social Intent utilizes advanced machine learning algorithms to analyze social media conversations, identifying buying signals that indicate a prospect's interest in a specific product or service.

      Now, users can access a "View Details" button, allowing them to click and see the source of the social post in detail.
      Social Intent - View Details

      Contact Export Credit Add-Ons


      FlashInfo now allows users to purchase Contact Export Credits directly.

      4 "Pay-as-You-Go" plans have been added:

      1. 10,000 Contact Export Credits
      2. 5,000 Contact Export Credits
      3. 2,500 Contact Export Credits
      4. 1,000 Contact Export Credits

      Purchase and gain instant access within your organization.

      Contact Export Credit - Adds Ons

       

       

      FlashInfo Engage

      • Support upgrading to GPT4 mode when using AI to generate personalized emails.
      When using FlashInfo OpenAI Key to create personalized emails, users with Advanced and above plans can use the GPT-4 model for better results.
      b01
      • Supports email caching for previewing personalized emails in Step.
      When previewing the effect of AI-generated emails, there is no need to regenerate the already generated content. You can directly view it.
      b02
      • Optimizing Personalized Email Output Style
      Optimize the readability of generated emails on mobile devices, as well as the stability of signature information output.
      1. Signature display in Step Preview
      b03
      2. Signature display in Contacts Preview
      b04
      3. Email style on the web
      b05
      4. Email Style on the mobile
      b06
      • Add funding variables to the personalized email prompt.
      Personalized emails support the use of the \ \ variables to personalize and expand your contacts with funding signal data.
      b07
      b08
      • Quick view in Contacts supports adding to Sequence, Dialer, List, Blocklist, and sending emails directly.
      If you need to engage with the current contact on any page, you can click to expand Quick View and perform actions such as adding them to Sequence, Dialer, or List.
      b09
      If the contact expresses in an email or call that they want to be removed from the list, you can also quickly add the corresponding email address or phone number to the blocklist in Quick View.
      b10
      If you need to send a follow-up email directly to the contact after the call, you can also click the "Send Email" button in Quick View. For example, select a pre-prepared meeting invitation template and send it to the contact.
      b11
      b12
      • Calls Insight supports inbound data statistics and positive connects metric.
      Add inbound call statistics to the Calls Insight page, with the same relevant metrics as outbound.
      b13
      Add positive connects metric in Insight, add sentiment filtering in History.
      b14
      b15
      • Some general feature improvements
      When creating an automatic email using a template, you can easily identify the desired template by reviewing the email content overview.
      b16
      If there is no matching email address when importing contacts, to avoid data import failure, the uniqueness restriction of emails is turned off by default.
      b17
      When filtering the owner on the email list page, the selectable options in the mailbox will synchronize with the current owner's bound email. This enables quick data filtering.
      b18