v2.0 (09/06/2023)

Modified on Wed, 06 Sep 2023 at 09:16 AM

Release Notes:

  • Major Improvements to Lead Registration Forms
    •  Since most people have a natural tendency to enter their first and last name when registering, workshop and appointment forms on your landing pages now ask for the lead's "Full Name" instead of "First Name."
    • To support this update, we are now mapping the first/last name into the respective name fields in the app.
      • Example: Previously, if a lead entered "James Bond" into the First Name field, the contact would be created with "James Bond" as the first name, and you would have to move "Bond" into the Last Name field. This extra step will now be automated (one less thing for your lead converters to worry about!).
  • Contact Status on the Follow Up Page
    • Based on your feedback, we've updated the right-hand panel so that when selecting a Task on the Follow Up page, you can quickly reference the contact's current Status without opening up the full Contact page in another tab. 
    • You'll now see 'Current Status' as the top bullet point, as shown in the example below:
      • Current Status: Initial Evaluation - Confirmed
      • Appointment Scheduled on 7/9/23 @ 12:50 pm
      • Update James Bond's status

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