BLOG. SMART PRACTICAL BUSINESS ADVICE

Lead system enhancements

We’ve received a lot of great feedback from numerous customers with regards to the Lead editor over the past few months, and today we’ve deployed a number of improvements to the Lead Profiles tool based on your comments.

Notable changes include;

  • Ability to edit the prospective client’s full contact details, right inside the lead editor.
  • Record a referring contact.
  • Record an unlimited number of “other” related contacts.
  • Define a persisted Lead description/summary, in addition to the standard comments/discussion tools.
  • A more streamlined layout for better readability.

See all

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