Product updates as they ship, and articles on getting more out of every part of the panel.
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2 min read
A name on the Sales reps screen now opens that person's own page: the leads in their hands with their pipeline stage, the open tasks assigned to them with project and due date, and a red "No next follow-up date" badge beside any lead nobody has promised to call.
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Moving a lead to an open column — across the board or from the customer file — is now refused until the lead holds an open follow-up date. Won and lost are exempt: they end the story.
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Product update
A task created from a customer file now carries the customer's name onto My work and the Work desk — a chip that opens her file in one click, and her number when she has no name yet.
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Product update
The estimated value, the proposal amount and the final sale price now live on the lead sheet — kept separately for each business, typed in the business's own currency, with every change written to the lead's history and the estimate shown on the pipeline card.
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Product update
Who may see a lead can now be changed from its row on the contacts list — the customer file's own editor, one click nearer. Team-management seats may make the change too, and the form builder no longer pins a default recipient: leads are shared across the team, handed to someone chosen by name, or left unclaimed on the board.
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Product update
Two new Metro tiles — "My open tasks today" and "My open overdue tasks" — show the work instead of the number: up to six of your own open rows with title, deadline, project and customer, each finished by the tick right on the board.
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Product update
Languages, theme, profile, the suggestion box and sign-out have left the sidebar's foot and now live behind one avatar chip at the top of the screen — in the mobile topbar and at the head of the desktop sidebar — opening with a tap.
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Product update
A bio-link card button can now carry a file instead of a URL — a PDF, an image or a document up to 12 MB — and the customer downloads it straight from the card page, no sign-in and no third-party host in between.
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Product update
The pipeline's quick sheet and the contacts modal now share one form and one validation, and take four new fields — notes, landline, WhatsApp number and address — plus a follow-up specialist chosen at the door, who receives the follow-up reminder.
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