New features: Assign a group and unsaved prompts

We have two quick new additional tools to help you manage your team and your data more efficiently!
Updated on:

We're delighted to announce two additional new tools in LACRM: the ability to assign groups to your users, and a new pop-up to help make sure you don't accidentally leave a page without saving a note.

Assigning groups to users

There are three tiers of permissions when it comes to groups: public (shared with everyone on the account), private (visible only to you), and teams (shared with only a specific set of users).

In the past, the only way to create a private group would be to create a group for yourself -- there was no way to create a group for someone else.

This new group assignment feature now allows administrators to create a group, and assign it to another teammate (i.e. create a private group for someone else).

This way, any administrator can help a teammate out by creating a group for them, without cluttering up the entire account's group list.

How this can help you: If you're an administrator and you have a list of contacts that you want a teammate to follow up with, you can simply create a group for them so that they don't have to run their own filters. This can also come in especially handy if you're adding a brand new user to an established CRM account, and you want to make sure they have a list of contacts to focus on without getting overwhelmed by everyone else's contacts in the CRM.

Unsaved note prompt

If you're anything like me, when you're chatting with lots of contacts throughout the day, there's a good chance you have had half-written notes on a contact that you had planned to finish up later but forgot about (happens to the best of us!). And sometimes, this also means unknowingly leaving a contact that has one of these unsaved half-written notes, and thus, forgetting about finishing that note up. Which then results in a lot of groaning a few days later.

Not anymore!

This new tool will now detect when you have an unsaved note on a contact's History, and send you a pop up if you try to leave the page without saving it:

This will help you make sure you're finishing up everything you've written before you accidentally leave the page -- and hopefully help prevent some future headaches!

We hope you like these quick updates and as always, just give us a shout if you have any questions.

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