Vine 6.2.6

New Person Goals

 

The Goals page for a person now includes the following new monthly goals:

  • A new Offer Value goal to set how much value you plan for your offers
  • A new Contract Count goal to set how many contracts you plan to close
  • The Sales goal has been renamed to Contract value to clarify its meaning, which is the combined value of all contracts you plan to close within a month.

New in Sales & Management Today Pages

 

  • New metrics, My Contract Count and Total Contract Count, have been added to the Today page in Sales and Management roles respectively. The Contract Count metrics show the ratio of contracts closed vs. planned contracts.
  • My Sales Calls and Total Sales Calls metrics now include lead calls in addition to sales calls.
  • My Offers and Total Offers metrics now show the ratio of total value of offers made vs. value of planned offers.
  • It is now possible to configure the Send Sales Email command for persons so that only emails sent using this command will be included in the My Sales Emails and Total Sales Emails metrics. (By default, these metrics also include emails processed by Vine Email Reader.)

New in Marketing Automation Web Tool

Improvements in Email Statistics

New in Email Editor

  • It is now possible to create custom type of links such as MAILTO:, TEL:, etc.