[21-May-19] Updates in Tasks, Forms and Lead Import

| by Vir Singh | Posted on: May 21, 2019

We’ve made a few tweaks to Tasks, Forms and Lead Import.

Tasks

‘Break’ timings configured using workday templates will now reflect on the day view of a user’s task calendar.

day view

For more details, see How to Create Tasks.

 

Forms

We’ve introduced two new actions in Form rules –

  • Making Fields Read-Only
  • Making Fields Mandatory

For more information, see the Form Rules section of How to Create a Form.

 

Lead Import

After you’ve completed the lead import process, you’ll receive an email with a link to download a CSV file. This file contains your original data as well as two additional “ImportStatus” and “ImportMessage” fields to help you understand which records were imported versus ignored.

Status CSV import

For more details, see How to Import Leads.