We’ve launched a new calendar view for tasks and upgraded the zip based lead distribution app to version 2.
Calendar View for Tasks
We’ve created a better experience on the Manage Tasks page. With the calendar view, you can now clearly see the daily, weekly or monthly schedules of your users. You can edit tasks by directly double clicking on them, create tasks where a user’s calendar is free and even drag tasks up and down the calendar to automatically change their scheduled date and time.
For more information, see How to Create Tasks.
Zip Based Lead Distribution v2
The zip based distribution app is now enhanced –
1. Now upload CSV files with one zip code mapped to multiple users. In this case, users will be assigned the leads in round-robin fashion automatically.
2. If a certain lead/activity has a zip that is not supported, it will be assigned to users in the nearest zip code in the system. This functionality is enabled for the Indian region by default. If you want it enabled for your region, please contact email@example.com.
For more information, see Zip Based Lead Distribution App.