December 2015

[15-Dec-15] Choose lead fields while exporting

You can now select lead fields while exporting. This will help in getting only the data that you want and will also make export faster since the size of exported…

Prashant Singh
15 Dec 2015
November 2015

[30-Nov-15] New Feature: Lead Quality Score

We have introduced “Lead Quality Score” as a feature to identify the leads matching your ideal customer.  Check it out under: My Account -> Settings -> Lead Prioritization.…

Prashant Singh
30 Nov 2015
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

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