We just pushed two essential new features to the CRM, which I’m sure you will like.
Within customer record
Within a customer record, you now have a new “CRM” tab, that shows you in what boxes the user is in. From there you can jump to the box or the pipeline.
Activity Log within a box
Within a box, you now have a tab called “Activity Log” where you can see all the activities on the box.
As always, please let us know if you have any questions or feedback. Thank you.