Pop Up Email/Task Lead Details

So that you can get a better idea of the lead that a task/email relates to, you can now click the title of the email or task on the homepage to see more details.  The ‘defer’ task options have also been moved into this pop up box, and options to prioritise or unprioritise a task are also available.

Here’s a screenshot of the new feature in action:

Pop Up Quick Filter

The ‘Quick Search’ links which used to be found right under the summary on the homepage now appear when you click the ‘filter’ icon at the top right hand corner of every page:

Clicking ‘New Filter Search’ will take you to exactly the same place as when you click ‘Search Leads’ in the left menu.  All other options will open up a search for ‘all time’.