ClickPoint Lead Manager
- New permission to restrict the exportation of leads on the Lead Manager Screen, by User Role. The new permission can be found under the User Management group.
- New permission to restrict the ability to navigate to the Duplicate Check Screen, from the Lead Manager Screen, by User Role. The new permission can be found under the User Management group.
- Back-end database improvements for the storage of attendees on an appointment
- Improvements to Duplicate Checking. Check out this article which details all the changes.
- Fixed a bug related to using the Transfer action operation to move a lead up one level from the user to a branch.
- Additional incoming call logging.
- Executing an action via the mobile app now appropriately triggers SMS messages.