Step cards on lead pages
Lead pages show the follow-up sequence as step cards, and email leads get another try when sorting them fails.
v2.319.0
New1
- NewSales
Step cards on lead pages#
Lead pages show the follow-up sequence as a stack of steps: what is done, the current step with its timer, and what comes next. Side steps show as chips.
Improved2
Timer receipts show real pause times. A lead's timer receipt shows how long each call actually paused it, instead of a flat 30 minutes. Sales
Estimate visit address follows the pickup. When a move's pickup address changes, a pending detailed estimate updates its visit address and the estimator is notified. Sales
Fixed2
Email leads get another try. If sorting an incoming email lead fails for a moment, it is tried again instead of being skipped, for Gmail, Outlook and Zoho. Sales
Detailed estimates match your add-ons. The detailed estimate screen appears only for companies with the Estimates add-on, so it never opens and then fails. Sales