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Product Release - October 18, 2023

Teresa
Teresa
  • Updated

 

Incentives

Bulk Status Change

Incentive statuses can now be updated in bulk rather than one by one by Incentive Approvers. In order to update multiple incentives, as an incentive approver, click the check box next to the desired incentives and then click Actions > Change Status.  

A selection box will then appear and the desired status can be selected and applied.

Additional Enhancements

Partner Journey Automation - Has Changed Filter

The "Has Changed" filter operator has 3 operator options:

  • Has Changed
  • Has Changed To
  • Has Changed To Empty

These operators are available for the triggers "User has Updated a deal", "User has Updated a lead", and "User has Updated MDF Request", and was only allowed for select type fields.

We have expanded the filter's coverage to encompass a wide range of fields, with the exception of multi-select and checkbox options. Please note that the filter is not compatible with fields that allow multiple values for a single option.

Screenshot 2023-10-17 at 11.26 1.png

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