August 27th 2024
Want your incoming leads to be assigned to a specific Salesperson? Now they can be! When using our Create New Lead action in Zapier, you can now choose who to assign the leads to.
You can now sort, filter, and export your data via CSV on the Jobs List! See this article for more info.
Previously, you had to add Areas and Substrates in order to take advantage of the Production Rate Details at the top of your Proposals. Now, you can utilize the same feature with Line Items as well!