Pipeline lifecycle tracking
See how long leads spend in each pipeline state, and send API leads straight to a location.
v1.315.0
New1
- NewReports
Pipeline lifecycle tracking#
See how long each lead spends in every pipeline state, follow a single lead's timeline, and review a company-wide report with sales stats and the leads that waited too long.
Improved2
Send API leads to a specific location. Leads sent through the public API can include a location ID to land in that location. Copy each location's ID from the Locations table in admin. Marketing
Re-link a text conversation to a customer. In the Inbox, edit a text conversation to re-sync which customer it belongs to. Inbox