September 11th, 2024

✨ Upgraded Lead Views & User List ✨

We’ve listened to your feedback and made some updates to your lead pipelines and user list user interfaces to make it even easier manage leads and users and convert more deals!

Both pages have had serious facelifts to make them far easier to use on both desktops, laptops but especially on mobile!

Upgraded Leads Views 🚀

New Lead Alert: See how many new leads you have from your side navigation bar without visiting the page.

New List View: You can now toggle between pipeline view and list view depending on your preference with additional functionality on list view.

Bulk Status Changes: In the list view you now make bulk status changes to your leads.

Bulk Emails: In the list view you can now email only leads directly rather than via the users page.

Account Status: You now easily see who has an account or not and quickly setup their account from either view without leaving the page.

Quick Add Task: In the pipeline view simply type your task and hit enter to create a new task for any lead

Complete Tasks: In the pipeline view delete or complete task for leads directly from the lead view

Quick Add Notes: In the pipeline view simply type your note and hit enter to save a note for any lead

Quick Actions: In list view you can take all the common actions including deleting a lead all from the drop down menu without have to leave the page.

Upgraded User List View 🚀

We’ve drastically improve the performance of this page, loading times will be significantly reduced amongst a variety of other improvements like showing credit balance for users.

New Filtering Options: We’ve added a variety of new filtering options to help you create the segments you need

  • Credits Remaining

  • Membership Cancellation Date

  • Membership Expiry Date

  • Membership Start Date

Improved Filtering Logic: We have also improve the filtering logic, enabling you now select one or more options within each filter e.g multiple membership plans.

We hope these improvements make it easier for you to navigate and user these pages. Thanks for your continued feedback and we look forward forward to more releases very soon!

Kind regards,

Isaac - Founder