What’s New @ FreeAgent – October 2023

All the new features and enhancements coming your way in October 2023

November 2, 2023
Featured, product updates
Isaac

At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2023!

To make sure your up-to-date with all the latest FreeAgent features, check out our previous updates below ⬇️

Set Permissions on Roles

Admins can now manage roles in one simple place. Assign and remove users, specify action permissions, and define which Apps and Activities each role can interact with. This is a significant improvement which makes understanding what each Role can do much easier.

Please note this new approach eliminates the Access Control Lists admins previously managed in each App’s settings. Instead, basic access can be managed by clicking the View, Create, Edit, and Delete pills.

If admins need field-level or more conditional record-level access rules, select Advanced and use the pencil icon to edit Access Control records directly for the Role. Very powerful!

Learn more

Speed to Lead

Now admins can activate “Speed to Lead” reporting for Contacts. Once activated, a job will run populating historical data for all Contacts. The following virtual fields will be available for reporting: Speed to Email, Speed to Call, Speed to Text, Speed to Lead, First Email, First Call, First Text, First Response.

Here is an example report you can build once these fields are available:

Setup for admins is super simple. Go to UI Preferences and check “Enable Speed to Lead”. 😍

Learn more

Default Current User

Now admins can default current user for User Reference fields as a part of field setup. 🍸

Deleting Choice List Choices

Now admins can re-assign values when they are deleting choices. Huge time saver!

Learn more

New Timeline 🤩 for All Users

Now admins can activate an improved Timeline that includes direct access to Activities like Notes, Tasks, Emails, Phone Calls, Texts, and Attachments. Wow! With this improved timeline the Related List gets much easier to navigate as all the Activities vanish, 🪄 reducing clutter and increasing focus.

Turn it on via the Company Settings ‘Use Latest UI’ option:

Once activated, here are the various ‘glances’ available from your new timeline:

Here are some pro tips for Admins on setup and use of the new Timeline:

1- The related list will determine which activity areas show up in the Timeline for an App. You can manage the related list via App Setup / Related List

2- The order of the activity areas is set by their order in the Related List setup. Reorder them on the related list to change the tab order on the Timeline

3- Use 1-column Forms for View and Edit for best results with the new timeline. This setting can be changed on App Setup / Form Builder / Settings

4- This new timeline will become the new UI standard in a future update. Check it out today and send us your feedback!

AI Assistant for Admins (BETA)

Now admins can utilize FreeAgent CRM’s AI as a command line interface to build reports, navigate the CRM, create and update contacts and other App records, and more. We’d love your feedback before making this feature available to non-admins too.

You can turn on the AI assistant by going to Settings / Integrations / OpenAI and clicking ‘Enable AI Assistant’. Once enabled you can tell the AI which Apps it should know about, and which fields in each App to pay attention to. This informs how it responds when you ask it to do things for you!

You can access the AI Assistant via the command line icon on the right hand menu.

Here are some prompts you can try:

“Show me all contacts”

“Build a bar chart showing me all contacts by lead stage created in the last week”

“Go to a list of deals with a close date within this quarter”

“Go to ‘John Doe'”

“Update ‘John Doe’ set lead stage to SQL”

“Update current record with owner to me”

“Create contact Brock Purdy brock@49ers.com 650-555-1212 Sales Manager”

We will be publishing more prompt examples for you to try shortly. This is a beta feature & we welcome your feedback as we continue to expand our generative AI capabilities.

Learn more

Search your Notifications

Now you can search and filter your Notifications!

Lead the way to a better workday with FreeAgent

FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:

Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.

User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.

Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.

To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.