Release Date: 25th April 2024
This Article contains the Feature Release information for our EliteCRM Solution.
General
New Look Forms in EliteCRM
When using main forms in EliteCRM on the web with New Look enabled, users can review field suggestions generated by AI based on their frequently used data. These suggestions are optional, and users can accept them or ignore and reject them.
Copilot in EliteCRM
Copilot is now available within EliteCRM. Copilot can help users get insights on their data as well as navigation around EliteCRM. It can also assist them with the creation of communication direct from CRM. The Copilot side card is available on all pages of EliteCRM, ready to answer any questions about the data in the app, that a user can access according to their permissions and security role.
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Related Activity Records in EliteCRM
Users will be able to associate an activity record with additional related records such as EliteLead, & Contact. This means a user can perform actions like associating an email or appointment to additional related records, such as an email or appointment related to additional Deals & Bookings.