Release Note

Release Note August 294 minutes read

Hello Everyone!! We are rolling out the following updates in SalesHandy which are guaranteed to improve the User Experience of our clients and thereby help you become more efficient and quick!! Find out the latest updates in SalesHandy.

  1. Email Scheduling in Gmail

    Now, SalesHandy’s “Schedule” function makes it simple for you to schedule an email to be sent at a later time. You can draft an email now, then schedule it to be sent automatically at the perfect time. Just write the message as you normally would, then click the Schedule button. See the below images to understand it better.

    Step 1: Compose your email and click on “Schedule” button.

    Step 2: On clicking you will see the “Schedule Later” dialogue box containing options for selecting your preferred Timezone, Date and also Time list. From these options, select the Date, the Time and the Timezone at which you want your mail to be sent to your client/prospect. Our handy Calendar picker with hourly Time-intervals and Global Time Zones are two of the main highlights of this brand new feature update in SalesHandy.

    The Time-Zone selection feature is something which will be very beneficial for you if you have clients/prospects in those countries whose time-zones are either extremely ahead or behind your country’s time zone.

    For example: If you are residing in Sydney & have a client/prospect in Newyork, you will have no other option but to stay awake in the night to mail him if you want that mail to be delivered to him in the morning. But here is where SalesHandy comes to your rescue as with the help of its Time-Zone feature, you just need to schedule the sending of your mail according to the Time-Zone of USA/Newyork!!

    Step 3: You will see an update of your scheduled email on the SalesHandy Dashboard in Activity feeds.

    email schedulef

    2. Share Custom Filelink With Targeted Prospects For Forward Tracking

    With this new feature, you can get detailed analytics about everyone your prospects are sharing the files with. You will get an email notification with full contact details of each person as soon as he/she opens your file. See the below images to know more.

    Step 1:  Go to Files from the sidebar and click on “Share Link” Icon.

    share icon
    Step 2: You can see a pop-up coming from the right side titled “Share File”. In this pop-up, fill all the details to generate custom file-links.
    custome -filelink-sharing

    Step 3: You will get an email whenever your file-link gets opened with the prospects’ name, Email and even location.

    filelink open notification
    Step 4: When your recipient forwards/shares the same file-link with another person, he/she will get the following form to open the file-link.


    Step 5 : You will get another notification via email as soon as your file-link is opened by the third person after filling the contact details.  See the below image to understand it.

    personal filelink forward2
    Additionally, you can also see Page-wise Analytics of their shared file-links. It will help you to know which page of yours is more engaging and which page needs improvement.

    Release note

    3. Outlook (Added Bcc To CRM & Share Files)

    In this SalesHandy update, Outlook users will be super happy because they can share their files directly from Outlook.

    Also, Outlook users can use Bcc to CRM to monitor all their Outlook email activities in CRM. When you send emails using bcc to CRM with SalesHandy, you will be able to forward your outgoing emails to your CRM program, so that all your email activities will be added into your CRM records. You will not miss even a single customer interaction since they will be “captured” by your CRM tool. A copy of your email will be saved automatically to the CRM records, with no hassles. All you need to do is enable “Bcc to CRM” when you send an email from your Outlook. You can see both of these features explained below.

    outlook bcc-to-crm

    4. Outlook Self-Notification Off

    In this new SalesHandy features update, we have solved a problem faced by our Outlook users about self-email open notification. It has been solved. Cheers!!

    Previously :

    In Outlook, if a user sends an email to the recipient and opens the same mail from Sent items, the user used to get notification of the email being opened by the recipient even if the recipient has not seen the email. 

    For example: Roy sends an Email to Aron and afterwards if Roy goes to his Sent items and clicks on the mail sent to Aron, Roy used to get the notification that Aron has opened the mail.

    Now :

    In this update, this self-notification problem has been solved. Now, once a user sends an e-mail and opens it from sent items, the user won’t get any notification, they will get the notification only when the recipient actually opens it.  

    For example: Roy sends an Email to Aron and afterwards if Roy goes to his Sent items and clicks on the mail sent to Aron, Roy won’t get any notification. Roy will get a notification only when Aron opens the mail!!

We at SalesHandy are constantly giving our best efforts so that you can have the best experience while using this unbeatable tool. And we are also open to any suggestions that you may have, and we shall happily incorporate it into SalesHandy if it enhances your experience. So, wait no more and try SalesHandy’s new features today itself !!

By SalesHandy Editorial

A team of technophiles and marketing geeks who love to explore new market trends and follow emails everywhere. Making your emails work for you is their only goal!

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