CRM: Feature update


#1

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.