CRM Update: Improved User Preferences with Lead Creation Control for Incoming Calls and SMS in CRM

Updated :

We are pleased to announce a valuable improvement to our CRM's User Preferences, which offers clients greater control over lead creation methods. With the introduction of a new toggle setting, clients now have the option to turn off the functionality that automatically creates leads for incoming calls and SMS. This feature addresses client concerns regarding unwanted leads generated from spam calls and unadvertised phone numbers.

Key Features:

  • Lead Creation Control: In the User Preferences section, clients will find a new toggle setting to turn off the functionality responsible for automatically creating leads when receiving incoming calls and SMS.

Benefits of the Update:

  • Customized Lead Generation: Clients now have the flexibility to decide whether they want leads to be generated for incoming calls and SMS. This customization ensures that lead generation aligns with their specific preferences and needs.
  • Spam Call Mitigation: Clients who receive a high volume of spam calls or use unadvertised phone numbers can now prevent these calls from generating leads in the CRM, streamlining lead management.
  • Improved User Experience: By addressing client concerns and providing greater control over lead creation, we enhance the overall user experience, increasing satisfaction and efficiency.
  • Client-Centric Approach: This feature is introduced in response to client feedback, demonstrating our commitment to meeting our clients' needs and continually improving our CRM.



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