System Updates 1/20/2025

  1. Lead Management & Timed Based Automations

We've enhanced lead management and visibility in your sales pipeline. New warnings have been added to help manage neglected leads, with options to reschedule or mark them as lost, and you can now automate the movement of leads to a "lost" status to keep your pipeline clean. Plus, the ability to customize lead timelines lets you better control how long leads remain in each status.


  1. Template Builder

We've synced the template builder with your material database, streamlining the quoting process. By creating or editing templates, you can now automatically pull in accurate costs, product details, and supplier information directly from your material database, eliminating the need for manual pricing references. Stay tuned for more functionality coming soon!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us