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Ability for Administrators to permanently delete a cancelled Lead

  • Administrators are now able to permanently delete a cancelled Lead directly by accessing the status dropdown in the interaction card.

For more detailed information on this feature and to see how it works in the system, click here and refer to the Access & Selection section and (B) in particular.

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When a follow-up is delayed, an indication that a follow-up is delayed is now displayed under the "i" icon on the interaction card.

  • When a follow-up is delayed, an indication of the delay date is shown in the information displayed in the "i" icon as shown here.
  • This provides better visibility into the delay date of the follow-up since this information may get lost in the note section if many notes have been added since the delay was applied.

For more detailed information on this feature and to see how it works in the system, click here and refer to the Follow-up section and (T) in particular.