Changelog · Archive
Updates from 2021
Everything we shipped in 2021.
2021
🎄🎁🎅 @Mentioning teammates in notes is finally here! (Plus a few other updates)
Have you ever wanted to have internal conversations with your teammates about leads and processes inside LeadSimple? Yesterday, you had to copy the link to the lead/process, send…
✨ Note editor upgrades 😌 Clearer, more friendly error messages ✅ Fixed bugs
Check out what's new in LeadSimple from the past two weeks 👇 ✨ New Upgrades to the Notes editor on Leads, Processes & Inbox! We gave the Notes editor lots of upgrades to make it…
📥 New Inbox permissions 🔀 One way Rentvine integration! 💾 Duplicate management interface
Hey! We have some new updates for you... again 😉 📥 Shared email account permissions are easier to customize! We made the permissions on shared email accounts A LOT easier to…
📥 Progress on Inbox / shared customer communications tools 🚧 See why leads unsubscribe 📧 Use {{today}} merge tag in email/text message templates!
Our Main Focus We're focusing most of our efforts on Inbox right now, the shared customer communications tool to consolidate your helpdesk and customer support system into the…
Inbox module released to limited Beta! 🎉 📥 🎆
There's one big update to talk about today. 📥 LeadSimple's Inbox module was released to a select group of beta testers this week! Our newest module for streamlining inbound…
⏫⏬ Improvements to scrolling throughout the app 👨💻 PMSync syncs data more frequently 📨 Inbox is getting closer to beta!
Thanks for scrolling through our product highlights from the last 2 weeks. Our first highlight is actually about scrolling, so let's get right to it! ⏫⏬ Improvements to scrolling…
⏱ Track first response time within office hours ☎️ See which leads are waiting on your reply 🚪 Track number of doors on your dashboard, and more...
⏱ Track first response time within set office hours Your first response time to new leads is critical to closing a sale at the end of the day, and we've made it easier to…
📥 Inbox updates ✅ See status of different processes at once 🐛 Some bug fixes
It's a shorter update today, but that's not because we haven't been busy making LeadSimple that much better for you! 📥 Inbox Updates This time around, we've been working A LOT on…
✅ Task actions are more obvious 🏡 Appfolio first & last name support 🛠 Customize default process names using merge tags, and more!
Here's some of the new tech we've been working on in the past two weeks. We think these features will make your day-to-day job a bit easier! 🛠 Customize default process names…
🗓 A Due Date is now required to start a process 💁♂️ Use team role merge tags in email templates 🔍 Select search options more quickly, and much more...
We're back again with more improvements to make your job easier! 🗓 A due date is now required to start a process Many tasks in a process are scheduled relative to the process due…
➡️ Change stages automatically in a workflow ✅ Shift-click to select multiple leads/processes 🌆 Float images left in email signature 📉 Conditional logic on property.state field, much more...
Here's our round of updates for the past 3 weeks! ➡️ Change stages automatically in a workflow based on conditional logic! We added a "stage change" step option to lead and…
⏱ Time-to-complete statistic 📧 Read emails faster ✅ Easily test new processes 📱 Stay logged in on the mobile app ⚡️ Zapier improvements!
Thanks for checking out this round of updates! ⏱ Track completion time on your processes At the top of your process dashboards, the time-to-complete metric will now stay up to…
📫 Inbox released for internal alpha testing! 🏡 Filter tenants by property ✅ More filters to Tasks ✏️ Improved data entry experience, and more...
📫 Inbox released for internal alpha testing!! Our newest module, the Inbox for communication management, was released for internal alpha testing! We're working out all the kinks…
✨ Required data entry in processes 🎁 Formatting in notes 📊 *Totals* now appear on reports 💌 Get fewer assignment notification emails
Thanks for checking out our updates for the last 2 weeks! ✨ Require your team to enter data in a process Now, we will warn you if you try to complete a task without filling out…
Performance/speed improvements ♻️ Bug & UX fixes 🐛 and continued progress on the new module ✨
✨ Continued progress on the Inbox / conversation module ⚡️💌 The new, shiny inbox is making steady progress. Stay tuned... ♻️ Performance & Speed Improvements We're continuing to…
✨ New merge tag options 📝 Improvements to creating new pipelines 🖨 Copying data to sub-processes & more!
Backend improvements + what's next 😏 This week, we spent a lot of development effort on performance and stability improvements to the backend of things. Plus, we're continuing…
New feature for tasks ✅ UI updates for merge tags, ✨ improvement to creating custom fields 👨🔧 and more!
Here are the highlights from the past couple of weeks! New filter option on the Tasks page! It was long in coming, but the Tasks page now allows you to filter by your process…
UI improvements to the activity feed, bug fixes, improved search results, and more.
This week, we continued pushing out improvements to the core product. PMSync now moves stale owners & tenants to "past stages" When an account stops receiving a tenant or owner…
Display pipeline and process type names in search results
Search results now display the pipeline for leads: And the process type for processes: This makes it easier for you to find the right lead when there are multiple leads with the…
Clearing date fields
You can now clear lease date fields as well as most other date fields in the app, including custom field dates.
Workflow bug fixes
We fixed several workflow bugs: Auto-advance Workflows will now auto-advance no matter what order you completed the tasks in. They will only advance once all the tasks are…
Password security improvements
On login, we will now check if your password is in an online database of hacked passwords. If it is, the app will now ask you to change it so that hackers won't be able to easily…
New features, bug fixes, and improvements for January 2021 🎁
We've been hard at work turning your feedback and requests into new features and improvements this month. Here are a few of the latest updates. Improve the display of skipped…