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  1. Improve assigning leads

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    started  ·  18 comments  ·  Property Management Platform - Web » Pipeline & Lead Assignment  ·  Admin →
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    Michele commented  · 

    Hi everyone! Thank you for your interest in improving dashboard leads.

    We released an enhancement that will help expedite your response to guests.

    Previously, you had to assign a lead BEFORE you could take any action.

    Now, you can go directly to the Pipeline and take action WITHOUT having to assign a lead.

    As a result of taking that action, the lead will be automatically assigned to you. And then, if you wish, you may reassign it to someone else on your team. If you don't have anyone else on your team, then you don't have to do anything.

    For more details about the Dashboard and Pipeline please see our online help article at https://help.hostfully.com/en/articles/2043714-how-to-manage-a-lead-via-dashboard-pipeline.

    Hostfully yours,
    Michele