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We’ve eliminated the gaps in our lead management for our global operations. Through Lead Assign’s partner strategies, we can drive lead to revenue funnel with urgency.

Alvin Hung – Director Partner Experience

Author: James Palmer

Upgrading to Version 2.3

Upgrading to Version 2.3 Executive Summary Version 2.3 includes many interface changes and performance upgrades. The following document is designed to help communicate what has

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New Email Notification Design

We have redesigned our email notification templates to further put the right information at your fingertips. The new design highlights what needs to be done next, and makes it easier for salespeople to see their performance rating.

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New UI for agents designed to drastically improve productivity.

The newly redesigned interface puts the lead you are working front and centre, but allows quick and easy access to all leads assigned to you. As always, no login is required. If it’s been a while since you last viewed a lead, we simply email you a magic link to get you back in the drivers seat.

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Lead Email Redesign

We recently released completely new lead email communication designs. These new templates are designed to match the lead detail screens and make it much easier to get to the information you need quickly and efficiently.

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Operating Hours

Operating Hours

In response to customer feedback we are excited to announce the release of “Operating Hours”. Operating Hours allows you to set custom time periods for normal operation. Leads received outside of your operating hours will be held back and will resume automatically the next time you are open.

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