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 work on the new Inbox module 📥 That’s coming down the pipe to you soon!

New merge tag options

Because of your requests, we’ve added “Full Name”, “Current Rent”, and “Amount Receivable” as merge tags you can use in email templates, text message templates, and task instructions. Personalize your emails to your clients even more, without adding any manual data entry!

Automatically copy comments to sub-processes

When you trigger a sub-process from another process or a lead, the comments and tags will now carry over to the sub-process, in addition to the custom field data to remove even more manual data entry!

Creating new pipelines/process types won’t copy all custom fields to that new pipeline/process type

Most of your custom fields are not relevant to every new pipeline or process, so the system will no longer copy all the custom fields over to your new pipelines or process types. This allows you to select the specific fields you want to add to your new pipeline/process type, instead of LeadSimple making the choice for you.

Meeting Notes now respect your line breaks!

When you add a meeting note to a lead (use the “+ Manual” button), the activity is now formatted with your line breaks!

JustCall now creates leads in a more relevant pipeline

Our integration with JustCall allows you to sync and track calls made to your JustCall phone numbers. This change ensures that calls from unidentified callers only create Contacts in LeadSimple, not leads.

Bug Fixes! 👷‍♂️🚧

We’ve been attentive to your bug reports so that LeadSimple works as smoothly as possible. If you experienced a degraded experience in the past two weeks, sorry about that! If you haven’t let us know, add a bug report and we’ll get that cleaned up for you!