Progress

Two weeks of EloSync, in three pieces

By Shahrukh A. Khan

I've been tightening the parts of the CRM people touch every hour: - Calendar: task due dates and lead follow-ups now sit next to meetings, with week, day, month and agenda views, plus Google or Outlook sync. - Cmd+K: jump to any page you have access to from anywhere, without opening the sidebar. - Automations: a new lead, a deal changing stage or a new ticket can create the follow-up task itself, with an owner, priority and due date. Every run is logged. The common thread is fewer follow-ups that depend on someone remembering. Next up, I'm working on the lead-to-contact conversion flow.

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Uriel Bitton

nice man lets go !

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