Next time when you log-in to your account, you’ll notice that the “Leads” module is missing from the invoicing application.  You’ll also notice that leads and customers are now in the same module (called clients).  If you select a lead, you’ll get the lead menu and if you select a client, you’ll get the client menu. Hope this makes it easier for you to manage leads and clients.  You do not have to deal with them separately in two different modules now.

There has been numerous requests to provide the capability to send estimates to leads.  Well, this is a step forward in that direction.   Very soon we’ll be rolling out this feature.

As always, please do let us know what you think about this change.

This entry was posted on Thursday, September 25th, 2008 at 7:16 am and is filed under New Features. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.