In this update, we’ve enhanced automations, improved User Check-In/Check-Out, and the view on the Lead Details page.
1. Automations
- A new Activity Trigger is added – New Activity on Activity. This trigger is for when an activity is posted on an existing activity. To know more, refer to Triggers in Lead Automation.
- New actions to add an activity on activity, and update activity on activity. To know more, refer to Automation Actions – Activity Actions.
- Marketing users can now manually trigger Add to List Automations. This is helpful for static lists, as the automation can be manually triggered when new leads are added. To know more, refer to Triggers in Lead Automation.
2. User Availability Status
You can now configure additional statuses for Check-in and Check-Out, and optionally colour-code them. To enable this feature, please write to support@leadsquared.com.
3. Display To-Do Tasks
You can now view the Pending Tasks bubble on the Lead Details page. To enable this feature, please write to support@leadsquared.com.
