Lead Zeppelin

Its easy to add a task from a lead or a deal, but until now, its been difficult to clearly see who’s doing what.

We’ve just added some filters to the main Tasks page that let you sort tasks by who they were assigned to. And, your tasks can be filtered by upcoming and completed too, so you can see what got completed as well.

We hope you like these changes. Have something you’d like added to your Zeppelin? Let us know!

We’re excited to let you know that we just updated the Add Lead screen so that you can assign a lead to a member on your team while you’re entering a lead.

And, you can also elect to notify them by email that they’ve been assigned this new lead (a popular request).

We hope you like it!