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Meta Integration (Beta)
Now you can connect your Facebook page to streamline your leads.
How to add your facebook page?
- Login with your Account
- Navigate to the Marketplace
3.Go to Facebook Messenger and press Connect
4. Follow the steps to complete the connection
5. Once you connect go to your Your Pages in the Marketplace and check if your page is connected
As for Instagram we are working hard on it and will be available to you soon!
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Reworked Tasks Page (Now Activities)
All your previous tasks are now redefined as Activities. This change brings a clearer structure and better organization to your CRM processes. You’ll find that this update makes it easier to categorize, manage, and complete your tasks.
Also you can view your activities at the Leads Details Page makes it easier to follow up with your Tasks
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Added New Icons For Card Leads/Deals
-New feature in CRM System: different icons for different lead sources, These icons make it easier to identify and manage your leads at a glance.
- Facebook Icon
- WhatsApp Icon
- Instagram Icon
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Automatic Assign For Facebook
Automation Assignee Rules to streamline lead assignment. You can set up rules to automatically assign leads based on specific conditions. For example, leads from Facebook can be automatically assigned to certain salespeople. This feature saves time, ensures consistent lead distribution, and helps your team focus on closing deals.
