Along with today’s launch of the lead actions feature, there’s a few smaller updates by popular request:
- ‘Remember Me’ option on sign-in. Up until now, a user needed to sign-in every time they restarted their browser. Now, by ticking the ‘Remember Me’ box when signing in, the user will stay signed-in for 20 days, even when the browser is closed down. 360 must have been the only application on the net not to have this option - but all is fixed now!
- Templates are ordered by both type (email, SMS, letter), and now lead group on the ‘Manage Templates’ screen.
- New ‘Copy’ option on the ‘Manage Lead Types’ screen for fast duplication of lead types.
- When partners send a message through the ‘Send Message’ option within the partner portal, if the message relates to a particular lead and that lead is assigned to a user, the message is registered as a task rather than emailed to the nominated notification user.
- Improved CSV import tool.