In this quarter, we focused on improvements to the processes and workflow modules including several new features to expand the automation capabilities of the software. We also kept up on bug fixes and usability improvements. Enjoy!
Here are some highlights of what we've been working on in the past 3 months!
We added a "stage change" step option to lead and process workflows. Now you can automatically change the stage of a process based on conditional logic, or specify the exact stage you want your team to move the process to at any point. This opens up tons of automation possibilities for your processes!
Now, LeadSimple will warn you if you try to complete a task without filling out the data fields in the instructions. This way the process always has the information you need to support conditional logic. Previously, you had to rely on training your team to fill out information at each step of the process, but no more!
Notes and manual activities on leads and processes can now include more formatting options, such as lists, images, videos, bold/italic text and more.
If you write a long Note on a lead or process, the note will now be collapsed by default so it doesn't take up too much space on the page. To read the note, simply click "See More" to expand it.
At the top of your process dashboards, the time-to-complete metric will now stay up to date properly. Track how long it's taking you to complete Workorders, Applications, and any other time-sensitive process!
You can further customize your email signature by using the new "float" feature on images.
We released the new Inbox module for internal Alpha testing. We're working out the bugs and improving the user experience before launching it to a select list of clients in Q4.
We're continuing to add more features and improvements to help you run your lease renewal, onboarding, move in, and all your other operational processes. Keep track of new features by looking at the "What's New" tab in your LeadSimple account!
Thanks for helping us help you run a more efficient, successful business!
Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.