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Permissions for Lost Status and more
Permissions for Lost Status and more

July 21, 2022

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

In this version, we introduced one new power feature and one enhancement to help chase down even more customers.

  • You are now able to give individual users permissions to Mark or Unmark Consultations as lost:

  • You will now see the reasons for losing a job right from the consultation list:

  • The help section is no longer covering the expanded office menu:

  • Some small enhancements in the financing options labels on office to help you better understand how those fields work:

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