BCI Central's LeadManager platform is built around helping our members achieve their sales and specification goals as effectively and efficiently as possible.
As such, we are always developing improvements, new features and modules in line with these goals.
To help you keep track of our latest releases, and identify functions and features that you might not have stumbled across before, we've created this article to guide you through what's new in Q3 2023.
Feature Release 8th September 2023
On Friday night, we released the following improved and new functionalities to the LeadManager Web platform:
Centralised Notes Page
View and search all Project and Company notes that you and your colleagues have created in one place.
Improved Pipeline Filter Behaviour
See the impact of your filters on the number of visible projects, and keep filters in place when changing between folders. Also, keep filters in place when you move a project within your Pipeline.
Date Added & Date Moved Data in Pipeline
See when you added a project to the Pipeline for the first time, and when you moved it to the current folder with the new Pipeline columns.
Show Project Type in Alert Emails
Don't just rely on the Project Name any more when reading your alert emails - we now include the Project Type, to ensure you can quickly identify what a project's scope is.
Show Task Created Date
Knowing when a task is due is only half the story! Now you can also see when you or your colleague set a task too.
Change Project Export Default to Project & Company Data
Now the default template for new users will also include the company role data for those projects, in a company-per-row format. Of course, you can always tailor your export templates via the Settings menu.
Unsubscribe from Training Emails
We understand, with the number of emails people receive on a daily basis, our quick-start training emails for new users aren't always for everyone. Now you can unsubscribe from these even before you log in for the first time.
Feature Release 18th August 2023
On Friday night, we released the following improved and new functionalities to the LeadManager Web platform:
Search Firms from All Countries
Now you can filter companies by countries outside your subscription.
Please note, the companies that you may access within LeadManager are still defined by your project coverage. This means that you will only see projects in LeadManager that are linked with projects within your subscription.
Customise Your Email Subjects when Sharing Projects/Companies
Instead of the standard 'User shared a project/list of projects with you', you can now choose the subject you want that will grab the attention of your recipient.
Linked Contacts & Projects on Company Detail Pages
By popular demand, we've made the number of projects that a contact is linked with clickable. When you click this number, you'll be taken to a filtered list of that contact's projects, in the Projects tab.
More Searchable Fields in Key Accounts
Now you can search by firm name, BCI company ID, address, and contact name within your Key Accounts folders.
Access Projects and Companies Directly from Task Alert Emails
Now the project and company/contact that a task is connected to are hyperlinked from the daily task email, letting you get straight into action!
Project Info Icons on Company Detail Page Project Lists
It is now possible to identify Green Building and Foreign Participation projects from the Company Detail page project list, as well as see which projects have documents attached or subcontractor details listed.
Help Screen on Sales Insights
Instead of just displaying empty charts when there is no matching data for your filters, we will display a help screen that shows you how to get started with using Opportunity Details and Sales Insights.