Order list for the mini CRM
Allan Niklas2024-09-11T16:39:42+02:00The order list for the Mini-CRM has been supplemented. The order list is now also available in the Mini-CRM [ ...]
Appointments and scheduling via folders
Allan Niklas2024-09-11T16:41:28+02:00The display of appointments and the creation of appointments is now possible within a workbook [ ...].
Offers with digitized signature
Allan Niklas2024-09-11T16:40:23+02:00Simplification when obtaining the customer's signature. When a new quotation is generated, the window [ ...]
Connected automatic processes
Allan Niklas2024-09-11T16:37:29+02:00Workflows can now be set as a "connected automatic process". It starts under the [ ...]
Info fields in the calendar
Allan Niklas2024-09-11T16:40:12+02:00More information for agents when scheduling. Info fields can be displayed in the calendar [ ...]
New columns and new events in the workflow
Allan Niklas2024-09-11T16:41:44+02:00Extension of the workflow setting options with new column fields and events that trigger workflows. [...]
LEVETO field IDs for Zapier connections
Allan Niklas2024-09-11T16:42:29+02:00If the Zapier API is used, LEVETO's own fields can be addressed with these IDs. [...]
Update folder in the media library
Allan Niklas2024-09-11T16:38:31+02:00It is now possible to create your own folders in the media library. A search function within [ ...]
Generate leads from folders
Allan Niklas2024-09-11T16:38:04+02:00The folders (digital forms) can now be used in such a way that these leads can be [ ...]
Time recording of actual expenditure
Allan Niklas2024-09-11T16:39:51+02:00Our ticket system now enables time recording with the actual time spent. Previously, only the [ ...]
