What's New: 2024-06-06

This week, Mel Kozun shares improvements to help you manage customer relationships, sales opportunities, and more.

NEW YouTube Channel: Vendasta Help and Updates

Vendasta Help and Updates is dedicated to helping you learn about all the things you can do in Partner Center and Business App to grow your clients' businesses, and your own. Not only will you find our full weekly update videos that help you stay current on new and upcoming releases, but also short clips highlighting how to find and use new functionality, and step by step tutorials on how to get the most out of your partnership with Vendasta. We’ll be adding loads of valuable content to this channel going forward.

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Business App

[CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring, and more.
Campaigns Pro required.
[0:53]
[CRM] Enter rich text and links when adding a note on a Company or Contact record to include details and formatting that presents relevant details in an organized, easy to review manner. [2:25]
[CRM] Assign sales tasks to other team members to delegate work and establish clear ownership. [3:03]
[CRM] Assign Companies or Contacts to team members to establish clear ownership, and make sure leads and customers are looked after by the right person depending on criteria such as location, size, and potential value.
[CRM] Search for Companies by name and Contacts by email in the CRM more quickly. [3:58]
To increase the deliverability of the Business App welcome emails that get sent to new users, Business App welcome emails sent to users created by partners that haven't set up a custom domain will send from @welcome.businessmail.io to give them the best chance of landing in a user’s email inbox instead of their junk folder. To send welcome emails from your own domain, set up your sender domain in
Partner Center > Marketing > Email Settings
. [7:15]

Platform

[Billing & Payments] See the payment status of each invoice right from the main Invoices table. Scroll through to see which invoices are paid, processing, failed, or still awaiting payment. [4:50]
[CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring (coming soon), and more. [0:53]
[CRM] Enter rich text and links when adding a note on a Company or Contact record to include details and formatting that presents relevant details in an organized, easy to review manner. [2:25]
[CRM] Assign sales tasks to other team members to delegate work and establish clear ownership. [3:03]
[CRM] Search for Companies by name and Contacts by email in the CRM more quickly. [3:58]
[Opportunities & Pipeline] Forecast revenue by month more accurately. Potential revenue from Opportunities in your Pipeline are included in the exact months in which they are represented. For example, if there is an opportunity for a 12 month contract with a one-time set-up fee, the set-up fee will only be included in your potential revenue forecast for the month in which the contract is expected to begin, while the recurring monthly revenue will be included for the subsequent 11 months too. [4:07]
[Opportunities & Pipeline] Click on the Account listed for an Opportunity in the list view in Partner Center > Sales > Pipeline > Table to navigate to the corresponding Company profile page. [1:48]
[Orders] Submit Orders for customer approval directly from the draft stage. [2:10]

Products

[Advertising Intelligence] Export campaign data from custom date ranges as .csv files. Download Campaign Performance metrics from different ad networks in a consistent, easy to read format, and share them with your clients as proof of performance, or include them in custom reports as desired. [6:49]
[Social Marketing] Edit or add Common Instructions on the fly when creating social posts in bulk with AI. [5:37]
[Social Marketing] Create single posts with AI more easily with a streamlined AI chat interface. Use “Write with AI” to enter new prompts, revise content, set tone and length, and more. [6:15]