A number of new enhancements have gone live over the past couple of weeks. First, you can now generate a PDF of an order in quote format in addition to the existing invoice format. Access to this enhancement is live on the Outfield web app and will go live on the mobile apps later this month.

Second, we have added a few new user level permissions. When you edit a user on the Outfield web app, you will now see new options for create places, delete places, create contacts, and delete contacts. This enhancement is useful if your workflow involves importing and assigning all your rep accounts before they hit the field so they don't end up adding duplicate accounts by mistake if they don't see the right one in their account list at first.

Here are the highlights of the rest of the enhancements and fixes:

-   View upcoming calendar events and add new ones for an account directly from the account scene on the Outfield iOS app
-   Added a dropdown to each deal in the list on the account page on the Outfield web app so you can view, edit, and delete with less clicks
-   Bug fix for league play filters and team activity filters on the Outfield iOS app

Quotes, User Permissions, & More – May 3 Feature Updates

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Last week we launched order triggers and actions to our [Zapier](https://zapier.com) integration. Now you can both retrieve and create Outfield orders via Zapier to integrate with the other apps in your company tech stack. When creating Outfield orders in Zapier, you may want to take a look at this [Zapier tutorial](https://zapier.com/help/doc/how-use-line-items-formatterv2#transform-skus-from-an-online-sales-application-to-an-invoicing-application) on how to handle line items. Contact us if you would like access to our private Zapier app. We will be launching it to their public marketplace later this year.

We also launched a number of other enhancements. Here are the highlights:

-   **User level permissions now also apply to mobile.** When you edit a team member in the Outfield web app, you'll see a section called Permissions. This section allows you to set permitted features for that team member across all Outfield platforms (web, iOS, Android), such as allowing them access to deals or team activity.
-   **iOS account prospecting has been improved.** Now when you prospect for new leads or accounts on iOS, you do not need to repeat your search each time you add a new one. Instead, it will add it to your places, show a success popup, and then you can continue adding more.
-   **Android date filtering for deals.** You can now filter your deals on the Outfield Android app by created on, date added to stage, and order date. This enhancement will also go live on iOS later this week.
-   Bug fix for weekly dashboard pdf reports when you have multiple teams and a large number of KPIs.

Last week we launched order triggers and actions to our Zapier integration.

Outfield Orders To Zapier - Apr 19 Feature Updates

[![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/order-and-inventory-management-1024x768.jpg)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/order-and-inventory-management.jpg)

Spring is here! And with it comes a slew of new features that just went live on Outfield. Here are the highlights:

-   **Revenue Tracking** - Track sales over time, improve your sales forecasting, identify key factors impacting your top line goals...
-   **Order Management** - Bring more insight into your sales production, process & fulfill orders, create & send invoices, anticipate demand surges...
-   **Inventory** - Track your inventory, improve insight into your supply chain, reduce risk of over-selling, minimize excess inventory costs, activate & deactivate products for purchase...

We will be posting new content in the coming weeks and months describing the benefits and functionality of each of these new features in much more detail. In the meantime, drop us a line anytime if you would like to learn more: [hello@outfieldapp.com](mailto:hello@outfieldapp.com)

Outfield has just released revenue tracking, order management, and inventory management features, bringing more insight into your sales production, forecasting, and supply chain

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Inventory & Order Management - Apr 12 Feature Updates

As we approach launching a large add-on we have been working on behind the scenes for a number of months now, we have still been releasing various smaller fixes and improvements. Here's a few recent ones:

-   We fixed an issue on some newer Android devices where navigating to an account from the route scene was not working properly
-   We fixed an edge case on iOS where the account zip code could end up being saved in the region field
-   On the web app, we fixed a caching issue on the activity map where all the map pins would not show in a certain case
-   Although the phone number field country code helper on accounts in the web app was helpful in many cases, it turns out there were too many edge cases to account for. Thus we have reverted that field to a conventional text field so you can use whatever format you'd like.

Stay tuned for the next launch announcement...

Big Add-On In The Works - Mar 8 Feature Updates

We have two updates to report this week. First is that we have been working hard behind the scenes on improving and expanding our integration with [Zapier](https://zapier.com). Zapier is an integration tool that allows you to connect 2000+ apps including Outfield. It's one of the easiest and most powerful ways to integrate Outfield into your other business tools, no coding required. Currently, Outfield is in invite-only mode on Zapier as we continue to refine it. If you need an invite or have any other questions about integrations, just drop us a line at [support@outfieldapp.com](mailto:support@outfieldapp.com).

Second, we have been expanding our integration with [Closers](https://closersapp.com). Closers is the premier global sales league where you can take your competitive spirit to the next level. You can already sign in to Closers with your Outfield login credentials, but now you can go into your Team Settings in Outfield to add your entire team in one go.

[![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/closers-473x1024.png)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/closers.png)

Integration Expansion – Feb 1 Feature Updates

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The main update that went live this week was that we updated the route planner in the Outfield mobile apps to better handle a very large number of accounts. Before this update the user interface would sometimes slow when you had a very large number of accounts while you planned your route with multiple stops. After the update, the route planner is nice and snappy in this case.

Other notable fixes & improvements:

-   The importer has been updated to more clearly identify columns where an Outfield ID is needed, e.g. it now says Outfield Account ID rather than just Outfield ID.
-   The Outfield web interface received a face lift here and there. Specifically, we applied the new left border style (that made its first appearance a few months ago) has now been applied throughout the interface.

[![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/left_border_style-1024x566.png)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/left_border_style.png)

Route Optimization Improvements – Jan 26 Feature Updates

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We recently launched a couple improvements to Outfield forms. First, you can now add multiple conditions per field when you are building a form with conditional form fields. Here is an example screenshot of what that looks like:

[![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/conditional_form_fields-1024x894.png)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/conditional_form_fields.png)

Second, Outfield now supports forms with hundreds of fields as opposed to dozens for fields. This was a necessary update for inspection forms for example where a large number of fields is standard.

Other notable fixes & improvements:

-   Notes, custom fields, and other text that may contain URLs now have auto link detection and conversion into hyperlinks in the web interface, saving you a copy/paste job.
-   Phone numbers with extensions now have improved support

Multiple Conditions Per Form Field - Jan 18 Feature Updates

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We have launched a couple of improvements to the Outfield Calendar to help you save time when planning your week or when planning on behalf of your field reps. First, we added calendar event importing via spreadsheet to the Import/Export section of the main side nav panel. This works very similarly to importing accounts or deals for example, and a template is available on the first page of the import process to help you get started.

[![calendar import template](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/calendar_import_template-1024x357.png)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/calendar_import_template.png)

You can also now update your calendar events in bulk with an import. Speaking of bulk, the second calendar update is a new page to add multiple calendar events in one go right from the Outfield web app. Simply select the + Add More Events link at the bottom of the popup to create a new calendar event, and anything already completed will carry over so you don't have to re-enter these fields each time.

[![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/add_multiple_calendar_events-1-1024x623.png)](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/add_multiple_calendar_events-1.png)

Other notable fixes & improvements:

-   We now show the form titles of any completed forms for activity right in the activity feed items for quicker reference.
-   We added a new 7 Day Breakdown table to the weekly activity pdf reports so you can easily see when you're reps are starting and ending their workdays and how many check-ins they are completing each day.
-   We now allow for creating deals with no name or amount, and instead of throwing an error it will automatically name the deal based on the account name or user name and default the amount to zero.

Calendar Planning Improvements - Jan 11 Feature Updates

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_(Outfield’s new Closer’s Coffee serves as an information source for sales professionals_)

(**HOUSTON - December 19, 2019) -** Outfield, [a field sales app and mobile CRM solution provider](http://outfieldapp.com), today announces the launch of the [Closer’s Coffee](http://closers.outfieldapp.com/), a social media community that champions sales professionals, hustlers and entrepreneurs around the world. The community is an information source for sales professionals through written content, video interviews and conversation, along with profiling top business developers.

Members of the Closer’s Coffee community can communicate with one another to share ideas about topics critical to improving skills and acquiring knowledge. In addition, members will be able to compete against others in a fantasy league type fashion based on their individual sales performance.

“The traditional way of motivating sales reps through compensation alone is no longer the most effective method,” said Austin Rolling, CEO and co-founder of Outfield. “We believe a community that allows you to compete with others in a mild way is the motivation people need to help push them forward, and Closer’s Coffee is the perfect environment for that competition.”

The content on Closer’s Coffee includes written and video content and features the site’s signature show “Closer’s Coffee”. Written content is provided by a pool of contributing authors comprised of more than 30 industry professionals. Content categories include:

-   Insights - advice from industry thought leaders for sales professionals
-   Field Pass - a new way of telling the sales story through sports
-   Mind Matters - content focused on issues related to mental health as a business professional.

The Closer’s Coffee show is hosted by [Carlos Figarella](https://www.linkedin.com/in/carlos-figarella-27a63266/), an industry thought leader currently serving as the Senior Enterprise Sales Manager at HTC Vive. Each episode features an interview with a business leader or sports professional to discuss the parallels between the sports and business worlds.

“Our goal with the show is to highlight the challenges and adversities faced while competing for success,” said host, Carlos Figarella. “We’re excited to provide sales professionals with a platform to learn and promote their personal brand.”

Currently, Closer’s Coffee has 6,000 newsletter subscribers, more than 19,000 Facebook followers and nearly 4,000 Twitter followers. If you want to be a guest on the show or contribute a thought leadership article, please visit [closers.outfieldapp.com](http://closers.outfieldapp.com).

###

**About Outfield:**

Outfield is a web and mobile-based CRM. and field sales app offering apps for iPhone, Android and web. They specialize in data-driven revenue and efficiency solutions for organizations with an outside sales force. Founded in March 2015 in Bryan, Texas, the platform currently serves outside sales and marketing teams in more than 70 countries. Outfield is on a mission to make outside sales and marketing simpler, smarter and more productive.

**Media Contact:** 

BLASTmedia on behalf of Outfield

Patrick Murphy

[patrick@blastmedia.com](mailto:patrick@blastmedia.com)

317.806.1900 x 102

Outfield Launches Social Media Community to Champion Sales Professionals

CRM Playbook