Product updates: Contact update, RecordTypes, Info bubbles

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Cristina Valenciano
by Cristina Valenciano

2 Min. Read

🆕 Contact update feature (Pro) 

Keeping your CRM data fresh and accurate has always been a challenge. Salesforce estimates that 70% of CRM data goes stale every year.

Starting this year, in beta, we released our Contact Update features: on a weekly basis, a list of contact updates will be displayed to your users. Someone from your CRM changed job-title or company? You will know. Simply visit the contact’s profile and hit update and catch-up with potential new opportunities!

Product update example

🆕 Support Salesforce Record Types 

Surfe now takes into account more complex Salesforce configuration. We support RecordTypes selection, and custom layouts. We also display required fields

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🆕 Display information bubble on highlighted contacts 

You can now have a sneak-peek at the contact’s owner and link to their CRM record when you hover the mouse on a highlighted name. This feature can be enabled from your Dashboard settings.

Product update example

🆕 Export SalesNav list name as custom field 

To help you better sort your leads, you can now map the SalesNav list’s name alongside the exported contacts, as a custom field.

Product update example

Bug fixes

  • Fix MailingAddress format issue (Salesforce)
  • Fix extra field display on SalesNavigator
  • Use dynamic LinkedIn URL endpoints