New: Call and Text buttons on the lead screen.
Improved: Convert to Job on a lead now opens the job form already filled in from the lead (customer, address, job type, source, notes and assigned person), so you only pick the time.
Improved: Converting a website lead finds your existing customer by phone or email instead of creating a duplicate.
Improved: New and Edit lead now use your company’s own job types and lead sources.
Fixed: A lead can only be turned into one job, and Lost leads no longer show Convert to Job.
Leave a Reply