# October 2024

## NeoDove came up with the following updates in the month of October

### Restricted "View Organization" Access for Super Admins

***

To enhance security, NeoDove team members (Super Admins) will no longer have direct access to a client's organization without OTP verification. 

This ensures better control over sensitive data.

### Improved Phone Number Search for Agents

***

Previously, agents could only search leads by the primary phone number. 

Now, agents can search for leads using both the primary and alternate numbers, expanding the search functionality and improving lead accessibility.

<figure><img src="/files/sOSKj57C655o2CTpwyZs" alt=""><figcaption></figcaption></figure>

### Feature Enhancement in Facebook Integration

***

We have added the capability to select the FB lead forms along with the FB page selection. This will increase the scope of the integration and customers can keep customized contact fields in different FB lead forms.&#x20;

For example, on a single Facebook page, customers can keep one form in English and one in Hindi, both of which can be integrated with contact field customizations.

<figure><img src="/files/BqjAEBwP2BoCMt2yMCF5" alt=""><figcaption></figcaption></figure>

### "Assign to Myself" Feature for Unassigned Leads

***

We've updated the process for handling unassigned leads to prevent conflicts. Now, users must click "Assign to Myself" before they can call, edit, or dispose of the lead.&#x20;

If the lead is no longer unassigned when a user tries to assign it, they won’t be able to continue working on it, eliminating the risk of multiple users acting on the same lead simultaneously.

<figure><img src="/files/dlYxiIYjgAy6Egvhsjya" alt=""><figcaption></figcaption></figure>

### Indiamart PUSH Integration Update

***

The Indiamart PUSH integration has been upgraded to the latest version.&#x20;

Users can now easily enable integration by copying the provided URL from NeoDove and adding it to Indiamart.

<figure><img src="/files/wSzAkJqzB3akrZcn8PRk" alt=""><figcaption></figcaption></figure>

### Enhanced Indiamart PULL Integration

***

Our enhanced Indiamart PULL integration now fetches new inquiries every 5 minutes, ensuring a seamless and up-to-date flow of leads into NeoDove.

<figure><img src="/files/AhKyzWXBtIWsDGgWbi3O" alt=""><figcaption></figcaption></figure>

### Agent Report Redesign (Portal + App)

***

We’ve redesigned the Agent Report on both the portal and the app, making it easier to access, analyze, and track agent performance.

<figure><img src="/files/qmVlMA6DeCnkffTCFwhC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2ibR68vLGaATHGL8IpZy" alt=""><figcaption></figcaption></figure>

### Improved Walk-in Lead Process

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We’ve added clarity to the process of adding walk-in leads, addressing concerns around duplicate entries.&#x20;

Now, users will be notified if the lead they are adding already exists, and they can choose whether to create a new lead, merge it, or ignore the duplicate.

<figure><img src="/files/Y6JkeIq8hPb89r4sMaQI" alt=""><figcaption></figcaption></figure>

### Report Sharing for Admins

***

No more manual report sharing! Admins can now easily share reports directly from NeoDove via multiple channels such as WhatsApp or email, saving time and streamlining communication.

<figure><img src="/files/XaIDi3GHyjtzrsdt9FrM" alt=""><figcaption></figcaption></figure>

### Enhanced Download Report Functionality

***

We've revamped the report download journey, allowing users to download specific views and columns.&#x20;

Additionally, the format of the downloaded files has been improved for better readability.

<figure><img src="/files/hYgdNZSPo9eu1Du1GkVG" alt=""><figcaption></figcaption></figure>

### Call Log Enhancements – Lead Stage Filter

***

Admins can now filter call logs by lead stage on the admin portal, making it easier to track and manage calls based on lead progression.

<figure><img src="/files/JbFDvHoAcidhjyZqcBmn" alt=""><figcaption></figcaption></figure>

### Email Search in "Contacts" Module

***

Users can now search contacts by email ID, in addition to other basic details, streamlining the search process in the Contacts module.

<figure><img src="/files/Tx9vXK2h8kXI5t833rNQ" alt=""><figcaption></figcaption></figure>

### Onboarding Journey Hidden

***

The onboarding tour has been disabled for now, improving the user experience for those already familiar with the platform.

### Dashboard UI Enhancements

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The dashboard now includes live agent tracking and campaign stage data, providing a more comprehensive overview of activity and performance.

<figure><img src="/files/HdOhWrt1YKYYKha4EuVr" alt=""><figcaption></figcaption></figure>

### Missed Calls Handling

***

For users leveraging NeoDove’s cloud telephony services, missed calls are now managed more effectively.&#x20;

When a customer calls and the call is missed, the relevant user is notified and can quickly return the call to increase conversion chances.&#x20;

Missed calls will also be visible in the call logs, both for agents and admins.

### User Section UI Revamp

***

The "Manage Users" section on the Admin Portal has been redesigned for better user management.&#x20;

The previous table view is still accessible, but the new layout is more intuitive and prepares the system for future updates like User Profiles.

<figure><img src="/files/5UJBBLKRRxVmYQVorH8b" alt=""><figcaption></figcaption></figure>

### Automatic Google Sheets Data Sync with NeoDove

***

This new feature facilitates the seamless automatic push of data from Google Sheets to NeoDove, ensuring real-time data capture.&#x20;

A new add-on will be integrated into Google Sheets, designed to trigger data transfers based on specific events.&#x20;

This enhancement will streamline the workflow, allowing for effortless data management and timely updates in NeoDove.&#x20;

{% hint style="success" %}
**Note:** The release may be delayed because of the app verification process of the Google.
{% endhint %}

### Adding Date & Number - Data Types - CCP

***

Users can now add date, and number data types.&#x20;

This flexibility allows for enhanced searching and filtering of the contact data, ensuring easy accessibility of information.&#x20;

With these new data types, customers will be better equipped to tailor their outreach and improve their customer interactions.

### Campaign Stage Report (Without Date Filter)

***

This report allows users to view the stage-wise lead count for each campaign.&#x20;

By gaining insights into how leads progress through various stages, users can fine-tune their strategies and ensure that campaigns are as effective as possible.

<figure><img src="/files/84a6PqheeMRf2VmJA94x" alt=""><figcaption></figcaption></figure>

### User Report

***

This is an all-in-one user report.&#x20;

This update centralizes critical metrics and insights related to users, allowing users to evaluate performance and engagement in a streamlined format.

<figure><img src="/files/EhJ5IQE1tdUsgIGlW8DZ" alt=""><figcaption></figcaption></figure>

### Paused Campaign Segregation

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Users can now easily differentiate between paused and active campaigns in the advanced filter of lead summary report.

<figure><img src="/files/28UtcVnHvuk5xruI1EVc" alt=""><figcaption></figcaption></figure>

### Webhook: Call Duration + Call Recording Capture

***

Users can now capture both call durations and recordings in third party tools for each disposition through workflow.&#x20;

This update allows users to have a more comprehensive view of their call interactions, enabling better analysis and improved follow-up strategies.

<figure><img src="/files/0y9xAEnX36pMvhoM9c2p" alt=""><figcaption></figcaption></figure>

### Workflow Enhancement

***

Now, you can add multiple "WhatsApp API" and "Bulk SMS" accounts in the CRM.&#x20;

This enhancement allows you to trigger messages from a specific WhatsApp API or Bulk SMS account of your choice.

<figure><img src="/files/C7mAR5we1dX3ZYjK8VeE" alt=""><figcaption></figcaption></figure>

### Custom Date Range Filter: Agent Report (Portal + App)

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Agents will be able to filter their reports by a custom date range, available both on the web portal and mobile app.

<figure><img src="/files/jLfm4GPMxWHF1YMSboLU" alt=""><figcaption></figcaption></figure>

### Capture Start Calling Time in List View Disposition

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We've introduced the ability to capture the start time of a call when users dispose leads directly from the list view.&#x20;

This helps with more accurate tracking of calling time.

<figure><img src="/files/YnFqdVbsoXVdlz0bU6gm" alt=""><figcaption></figcaption></figure>

### Other Services: Cloud Telephony Page

***

We’ve added a static page to provide more information on our Cloud Telephony service, similar to the existing WhatsApp API page.

<figure><img src="/files/Pe8V6K86FC8gyNUmdRQW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/X2vrWSc3sXH2mdZ7rvF2" alt=""><figcaption></figcaption></figure>

### Total Count in Downloaded Reports

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The total count of records will now be visible in all downloaded reports, giving users a clearer overview.

### Section Name on Walk-in Lead Form

***

Agents will now be able to view the section names in custom lead forms on both the app and web platforms.

<figure><img src="/files/5UfEaPWGozBNqKsiQf95" alt=""><figcaption></figcaption></figure>

### Aisensy WhatsApp Integration

***

With our new integration with Aisensy, leads will now be automatically created from conversations on WhatsApp.&#x20;

This means you can manage your leads more efficiently without manual data entry, saving time and ensuring accuracy in capturing customer details.

<figure><img src="/files/yUrxXgCb7uny853NWtZJ" alt=""><figcaption></figcaption></figure>

### Interakt WhatsApp Integration

***

Similar to Aisensy, our Interakt integration automates lead creation from WhatsApp conversations.&#x20;

This feature helps streamline lead management by reducing manual work, so your team can focus more on engagement and closing deals.

<figure><img src="/files/A3jzA3GMpN9fkend8PZb" alt=""><figcaption></figcaption></figure>

### Contacts Module for Mobile

***

Managing contacts just got easier on the go!&#x20;

We’re launching the Contacts Module on our mobile app, allowing users to add, edit, and manage contacts directly from their smartphones, making your sales operations more flexible and accessible.

### Timeline UI Enhancement

***

We’ve redesigned the Timeline UI for lead summary report on the admin portal to show the call & disposition data.&#x20;

This update will help users quickly view the lead's timeline at one place.

<figure><img src="/files/qJ9zKE2Zcc5Pv2UrzJ2c" alt=""><figcaption></figcaption></figure>

### Subscription Module - Payment Operation

***

We have enhanced the subscription management for the Users, now NeoOne users will be easily able to "Renew" & "Add Users" from the product itself without any help of POC from NeoDove.&#x20;

We have integrated the payment gateway for seamless payment experience. Custom Plan users will be able to raise any request to the CSM and ISM.

### Adding Date & Number - DataTypes - CCP

***

Users can now add date, and number data types.&#x20;

This flexibility allows for enhanced searching and filtering of the contact data, ensuring easy accessibility of information.&#x20;

With these new data types, customers will be better equipped to tailor their outreach and improve their customer interactions.

<figure><img src="/files/HPQlZPkxP1Ix2k8MzuW0" alt=""><figcaption></figcaption></figure>

### Facebook Integration

***

In the form selection of the Facebook page integration, many users wanted to select all current forms and future forms altogether.&#x20;

We have given that option.

<figure><img src="/files/oouDxAzYrUwNgfL3bniB" alt=""><figcaption></figcaption></figure>

### Notifications Option - Settings Page

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We are adding a new tab under the settings of Admin Portal which is "Notifications", with this section admin would be able to manage all types of notifications and as well as he can control the type of notification in between of PUSH and In-App for each event.

<figure><img src="/files/jxVy9LNLG7FLQV0p3E8r" alt=""><figcaption></figcaption></figure>


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