October 2015

[28-Oct-15] Send calendar invites for tasks

You can now send calendar invite to Task Owner, Lead and Task Organizer (creator). First, enable the calendar invite from Task Type setting and then you can send…

Prashant Singh
28 Oct 2015

[28-Oct-15] Task Management: Introducing Tasks Types

We have added a new setting to enable customization of task management feature. You can now create your task types, choose a default one, enable sending calendar invites to leads,…

Prashant Singh
28 Oct 2015

[28-Oct-15] Capture Comments on Lead Stage Change

You can now capture comments on changing Lead Stage. It can be entered as text or selected from pre-defined dropdown values.  Enable it at section “Comments on Lead Stage”…

Prashant Singh
28 Oct 2015
September 2015
August 2015

[24-Aug-15] Updated Key Lead Metrics report

Check the updated version of Key Lead Metrics report under Analytics -> Lead Insights. The report now covers three key elements – Leads, Activities and Tasks and allows…

Prashant Singh
24 Aug 2015

[11-Aug-15] Restrict deletion of custom activities

The Administrators can now control which custom activities can be deleted by users. Just select “No” under “Delete Activity” option as shown here to ensure that no user can…

Prashant Singh
11 Aug 2015

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