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July 2022 Product Updates
Mark Fershteyn avatar
Written by Mark Fershteyn
Updated over a year ago

What’s New at Recapped!

We’re super excited to make the following enhancements available as part of our July product update. This release includes an updated UI design, new engagement and activity views, and more admin controls around governance. Scroll down to see what's new!

We're Getting an Improved Design 🎨

We’ve been working hard to create a sleeker experience for Recapped users. You may have noticed a new look to our login page recently, and our latest release comes with an updated navigation bar (side panels on the Dashboard and Workspace).

Over the coming weeks, you’ll notice the entire application getting this new treatment, and we’ll make sure that your current experience is only enhanced (not disrupted).

We hope you enjoy this as much as we have had coming up with ways to give our users and your clients an even more enjoyable experience!


Activity Log 👾

Seeing the engagement from your teammates and buyers is critical for deal success. Activity in a workspace is now separated from Comments, and can be found as a static tab on the left hand side.

You can filter by team, date, type of event, and more! You can also interact with events to jump directly into the relevant task or content.


Require Client Identification on Every Workspace⚙️

Keeping track of who is viewing your content is important. Especially in key Enterprise deals.

We’ve released Admin Governance and Controls at a company level. Admins can now require Client/Buyer Identification across all workspaces. Once enabled, this setting will apply to all workspaces within an account (new and existing) and cannot be overridden at the individual user level.

Admins can enable this in Settings > Team > Controls


Automate Workflows with Dynamic Variables 🚀

(Coming Soon!)

We’re laser focused on improving your workflows, and making your life easier.

You can now automate workspace creation with Dynamic Variables (like company name, calendar link, etc). You can either insert Dynamic Variables into templates or load them directly into the workspace!

You can even sync Salesforce data into the Dynamic Variables (like Amount, Account name, Opportunity name, Close date, etc).

Questions?

Email us at help@recapped.io

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