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!

Last week we rolled out a much needed function to our Leads and Deals list screens. Filters! Yep, now you can select what lead or deals you’d like to see based on their status. And not by only one either, you can filter by multiple status.

Bonus: For some quick stats, a current count of how many records exist will be shown after each status as a type.

“Rocking! I really like it.”
- Cliff H.