Admittedly, this one took us a bit to get to but it is finally here! Users can now upload up to 200 contacts at once via CSV. Read more in our knowledge base here.
You can now embed videos directly in Updates. We currently support the following video providers:
You can now export contacts to .csv. We'll include:
Read more in our knowledge base.
We rebuilt our insights layer make it easier to use. We also added new insights and now support 12 insights in total:
These new insights can also be used in any formula expressions that you may be using.
See it action below!
Update recipients can now opt out of Updates from specific companies on Visible. (Prior this could happen globally for all companies).
Now that we have thousands of companies sending updates each month we wanted to make sure investors can still receive Updates from some companies but remove themselves from other companies with two clicks.
There is now simply a link in the footer:
We will prompt the recipient to make sure the really want to unsubscribe:
Companies will be able to see who Unsubscribed from their company Updates in the master activity feed as well as individual contact feed.
We now format the axis automatically depending on the format of the respective metric(s)
Note: If you are charting multiple metrics with different formats we will not format the axis.
We gave the metric section a refresh and update. The improvements will make it easier to search, sort, categorize and create new metrics for both investors and companies alike.
Portfolio Company metrics now live in the Metrics tab and are called Portfolio Metrics. They behave exactly the same as they did before but it is not easier to navigate to all metrics, search individual companies, and more!
The major addition for companies is the ability to view all of your metrics in the same tab.
We also moved the "+New data source" button to the top right of All metrics to be more uniform and consistent with the entire application experience.
Refreshing integrations if far more obvious now as well!
We launched new insights for any of your metrics in Visible. We now help calculate:
These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well.
HubSpot updated their app to allow users to merge deals but did not update their API accordingly. We now make sure to de-dupe any deals that are merged in HubSpot to make sure they do not show up twice in Visible.