Lead Manager: automatic status updates and clearer access
Lead Manager now keeps CRM pipeline status in step with completed visits even while automated customer messages are off, and hides CRM-only controls for brands that do not use CRM.
Lead Manager now keeps CRM pipeline status in step with completed visits even while automated customer messages are off, and hides CRM-only controls for brands that do not use CRM.
The Lead Manager gets two new columns — Lead Type and Converted — plus the ability to choose which columns you see and to filter right from the column headers. We've also made the definition of a "converted" lead clearer and more consistent across the platform.
You can now sort the Lead Manager table by Lead Type, Converted, and Last Contact — the three columns that were previously view-only.
Leads from Facebook and Instagram lead forms now show which ad campaign brought them in, right in the Campaign column of the Lead Manager.
Website leads that came from a Google paid search ad now show which campaign brought them in, right in the Campaign column of the Lead Manager.
We fixed two issues affecting leads that come in through a website form.