FlashInfo Discover
FlashInfo PC Updates:
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Fixed an issue where package activation failed due to the payment email not matching the registered email at FlashInfo.
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Resolved a problem with incorrect package validity dates during package renewal or payment.
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Within the "discover" tab under the "company profile" page, hide personnel in the "key people" section who lack contact information.
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For the "people search" under the discover tab, automatically add the corresponding filter parameters to the URL when using filters on the left side. Support sharing the URL; when someone else clicks to open it, the corresponding filters are automatically applied, displaying the same search results.
- Similar functionality is added for "company search" under the discover tab.
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Added a new "Business Card Enrichment" feature under the List tab, which includes:
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Viewing scanned business card information on the list page.
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Viewing detailed information of a specific business card.
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Batch selection of business cards.
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Exporting business cards in bulk as CSV.
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Adding business cards in bulk to CRM, List, Sequence, and Dialer.
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Bulk selection of business cards and viewing in people search.
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Enriching business cards in bulk.
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Unlocking contact information in bulk from the business cards.
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- On the company profile page under the discover tab, added a module analyzing company email format.
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Job data on the company profile page under the discover tab defaults to reverse date order.
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Under Account Setting's CRM Integration, settings allow binding of Dialer's Call Disposition statuses to CRM fields, thereby automatically syncing Call Disposition statuses to CRM.
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If a person in CRM is deleted, their associated relationship in FlashInfo is also removed.
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HubSpot now supports access to Deal and Quota data, which aids in analyzing closing rates for meeting routing and supports financial automation reconciliation features.
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Optimized the loading speed of various filters on the list page, increased caching, and enhanced service stability.
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Optimized log recording and user analysis, resolving issues caused by abnormal crawlers that affect normal service operation.
FlashInfo Engage
Features：
1. Email support custom opt-out message.
Customize your opt-out message with the copy and links you want to include.
Surround your unsubscribe link with brackets '<%' and '%>'.
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Settings of personal information.
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Email Tracking settings in Sequence.
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Email Preview Effect.
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The effects of real emails.
2. Meetings support AI Predictive mode.
AI automatically assigns meetings to the most suitable person based on the booker's information. Currently, only HubSpot's Deal conversion rate scheduling is supported.
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Select AI mode
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AI automation rules.
The meeting attendees display includes all users from the organization, where the Closed Won metric is sourced from HubSpot deals. The industry metric is sourced from the industry of the associated company in HubSpot deals.
When scheduling meetings, it optimizes to select system users with a higher Closed Won conversion rate as hosts.
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View all industries associated with participants.
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Adding Industry as a required field in Meeting Form Fields.
The industry data is sourced from HubSpot.
3. Custom personal caller ID support for Japan.
4. Bug fix.
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In Simplified Chinese language environments, modifying "Sequence" may lead to failure.
