Calls, texts and emails log to the pipeline
Calls, texts and emails with a lead now log themselves as pipeline activity. Assigning a crew leader, Close Move hours and pickup addresses also behave as expected.
v2.34.0
New1
- NewSales
Pipeline activity logs itself#
Outbound calls, texts and emails with a lead now log as pipeline activity on their own and move the lead to its next step. Your company can turn this off if you prefer to log by hand.
Improved1
Quick Reply moves to the header. The Quick Reply button now sits in the Communications header, within easy reach. Inbox
Fixed5
Assigning a crew leader works. Assigning a mover as the leader now makes them the leader instead of adding them to the crew. Dispatch
Close Move hours drop leading zeros. Hour fields on Close Move no longer keep leading zeros. Dispatch
Pickup address stays after sending an estimate. The pickup address stays on the move after you send an estimate, and a saved pickup address passes validation. Sales
Email links open the right client. Email links open the right client even when two share a name, and the Needs Reply card matches the Inbox. Inbox
Pipeline pause waits a minute. The pipeline pause button now waits 60 seconds between presses, which keeps the activity log clean. Sales