New Product Updates

We understand that it has been close to 2 weeks since our last release. We have gathered a lot of feedbacks over this 2 week and have released tons of new features! Here’s what they are:

  1. Email lead is now possible directly from QuickDesk
  2. A new feature called Deal which allow you to attach deals such as policy details or a real-estate deal to a lead
  3. Multiple scripts per lead

Email lead is now possible directly from QuickDesk
Beside able to SMS or call leads, we understand that one of the common form of communication is through Email. To get started, simply tell QuickDesk the email column (similar to name and number) at import time, or add an email to your lead inside the lead detail. To email, simply click on the email on inside the lead detail page. Here’s a screenshot of the email below. The coolest thing is that you are able to track if the email was viewed by the lead from the lead detail page directly 🙂

P.S all email sent will be viewable from the History tab too.

Screenshot 2014-09-11 19.50.30

A new feature called Deal which allow you to attach deals such as policy details or a real-estate deal to a lead
We have received feedback about how is it possible for QuickDesk to include features to help in tracking leads which has turned into customer. One of it (more to come!) that we have done is the Deal functionality.

A deal can be a policy detail, a real estate that the lead is selling or perhaps a sale that your customer has purchased from you. You can give the deal a titlevalue and also attach files along with each deal. You can add a deal directly from the lead detail page (similar to appointment) or go to the deal tab.

Here’s how a deal is from the lead detail page.

Screenshot 2014-09-11 19.55.49

Multiple scripts per lead
We have received feedback on how a lead should have multiple scripts. In order to do so we have made the follow changes

  1. All leads share the same set of scripts
  2. You can add or edit scripts from the File tab
  3. You can view or edit scripts from the lead detail

Here’s how it look like in lead detail, notice that when you view the script tab, it shows a list of scripts. Once you select it, it will be the same as what you’ve always see.

Screenshot 2014-09-11 19.58.40

 

Back to work!

We just introduced new exciting features into the product. There’s more to come (another hint, support for multiple contact number / email per lead)

As always, we love your feedback on what we can do next to make QuickDesk serve you better.

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