News at LEVETO
Order list for the mini CRM
The 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
The display of appointments and the creation of appointments is now possible within a workbook [...].
Offers with digitized signature
Simplification when obtaining the customer's signature. When a new quotation is generated, the window [...]
Connected automatic processes
Workflows can now be set as a "connected automatic process". It starts under the [...]
Intersolar 14-16.06.2023
Intersolar Visit us from June 14 to 16, 2023 at the Intersolar [...]
Info fields in the calendar
More information for agents when scheduling. Info fields can be displayed in the calendar [...]
New columns and new events in the workflow
Extension of the workflow setting options with new column fields and events that trigger workflows. [...]
LEVETO field IDs for Zapier connections
If the Zapier API is used, LEVETO's own fields can be addressed with these IDs. [...]
Update folder in the media library
It is now possible to create your own folders in the media library. A search function within [...]