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Feature Spotlight: Meet the Brand New Lead Timeline View

Apr 24

Feature Spotlight: Meet the Brand New Lead Timeline View


JUN 11, 2020
Feature Spotlight - Meet the Brand New Lead Timeline View_1

Join us for a first look at the latest advancement in sales management for ConstructionOnline - the new Lead Timeline view! This exciting new view provides a more digestible, time-based view of your lead events, communication, documentation and more. We’ll be covering what’s new and improved, including:

  • Easier data entry for your Lead details, stages, values, sales reps and more
  • The new Timeline entries for events, call logs, notes, messages and more
  • Filtering your Timeline to only show the type of info you’re looking for
  • The new and flexible Notes tool for quickly adding details or files to the Timeline

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