Product update: deal figures, a new lead form and more
Estimated, proposal and sale values on the lead sheet; one shared new-lead form with new fields; lead viewers editable from the contacts list; Metro list tiles; file buttons on digital catalogue cards; the account menu at the top of the screen; a page per sales rep; a required follow-up date to move a lead; and the customer chip on tasks.
Product update 1 min read
What's new
This update brings nine changes. Each has its own article with screenshots and step-by-step instructions:
- Deal figures on the lead sheet — estimated, proposal and sale values on every lead, with the estimate on its pipeline card.
- One form for every new lead — the pipeline sheet and the contacts window are one form, with notes, landline, WhatsApp, address and a follow-up specialist.
- Lead viewers from the contacts list — straight from the row; the form builder's default recipient is gone.
- A list tile for Metro — today's and overdue tasks, ticked off on Metro itself.
- File buttons on NabuLinks cards — a bio-link button can carry a file instead of a URL.
- The account menu at the top — an avatar chip in the phone's top bar and at the head of the desktop sidebar.
- One page per sales rep — each person's leads and open tasks, from Sales reps.
- A promised next call to move a lead — no move to an open column without a follow-up date.
- Tasks show their customer — tasks created from a file carry the customer's chip onto every list.
