The FreedomSoft Leads Inbox + Active Conversations layout is designed to simplify lead management, streamline your daily activity and all put the "hottest opportunities" at the top of your inbox.
WATCH THIS OVERVIEW VIDEO RIGHT NOW
This video is an overview of the Leads Inbox + Active Conversations and shows "Legacy Users" how to Toggle ON the Leads Inbox in Settings.
The Leads Inbox functions like your email inbox where the most recent activity always lands at the top. You and your teams will love this, making lead management even more simple.
The Leads Inbox remains fully permission controlled, Lead Campaigns will continue to track and organize leads for tracking and everything will become more centrally located for everyone.
In addition, you'll see the current "Notifications" page transform into Active Conversations as a floating pop-up that you'll be able to instantly access from any page.
And, the Active Conversations pop-up retains all the normal functionality you've come to love with the Notifications page, but this makes it easier, more efficient and quickly accessible from anywhere in the software with just a click.
Click HERE for additional information on the Leads Inbox and Active Conversations features in FreedomSoft.