What's new on NeetoCRM Help

You can now filter records using fields from their related records, giving you more flexibility when narrowing down your results.

Previously, filters were limited mostly to fields belonging directly to the record you were viewing. Now, you can filter using related Leads, Contacts, Companies, and Deals.

For example, when filtering Tasks, you can filter by a related Deal and select the Company associated with that Deal. Instead of finding the Deal first and then working backwards to its Tasks, you can do it all from the filter itself.

The result is less manual searching and more precise filtering, helping you get to the records you need faster.

To learn how to use this feature, watch the video below.

You can now track link clicks in emails. When a recipient clicks a link, the click is recorded and a click indicator appears alongside the link, showing how many times it has been clicked.

This gives you better visibility into how recipients engage with your emails and helps you gain deeper insights into email engagement.

To learn how to use this feature, watch the video below.