We recently launched three small quality-of-life improvements. Here’s a video explaining them all!
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Love these updates. Am looking forward to the new Contacts view which I know is in the roadmap.
And one quick request: When in a pipeline I’ve an option to attach an item: a Note or a Task. If I attach a Note then it shows up in the history for the pipeline item. But if I ‘attach’ a task then it only shows up for the contact. I’d love to be able to attach tasks to pipelines and be able to view tasks for a given pipeline together. For example I have a project pipeline which I use for client work and if I could attach all the relevant tasks to a project then I could use LACRM as a simple project management system.
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Thanks Lucy, I’m glad you’re enjoying these videos!
I hear you on the request to attach pipelines to task. This is something we’d love to add some day, but to be honest, very few of our customers have multiple pipelines per contact, so this is something that wouldn’t impact most people. That’s not to say it’ll never get done, but that’s why it hasn’t been done yet. We have this idea entered in our product idea database, and I’ll count this as an extra vote for it!
These are great and very useful feature additions.
The info panel slide-out in the board view is particularly helpful. I have always assigned pipelines to companies rather than contacts; however, the contact information in that panel is what is really needed.
This raises a question: if I assign pipelines to contacts to utilize this feature, is there a way to have the pipeline badge appear in the company’s attached items view?
I’m afraid that we don’t have that ability currently. You can see updates to the pipeline in the company’s history, but the “attached items” on the company profile only shows what is attached directly to that company.
This would be a bit of a workaround, but you could add a “contact link” field to the pipeline and attach the company that way. So for example, the pipeline would be attached to the contact, but then you could have a field called “Company” on the pipeline and link it to the company in that field. Then, when you look at the company, you’d see all the pipelines that link to it on the “company info” sidebar.
I know that’s a bit different than what you’re asking about, and it would mean a bit of extra data entry, but it might be a decent workaround for you?
These are great - thank you. Being able to see future tasks is helpful for planning (and creating two Task widgets is helpful as well).
It would be nice to see summary info for Contacts in the Company sidebar.
We work with Companies as our primary focal point (representing households), which is where out pipelines are attached, but individual contact info (phone, email) is in the Contact records within the company – since they are unique to the individual. So from board view, I have to click the pipeline to open the sidebar, click View Company Profile, scroll down to interact with Contacts (at least the primary phones and emails are visible at this level, so I usually don’t need to click again.)
Separately, in both the app and the mobile browser view, the Workspace can require a lot of scrolling to get past something (say, my overdue task list, for example). It would be great if widgets on the Workspace could be “collapsed” to be able to quickly get past them. Or if I could leave some collapsed by default (like Overdue) and only expand them when I want to tackle them.
(Or have separate workspace views for full-screen and mobile/app, but I expect that’s an even large amount of work.)
Thanks, I’m glad these features will be helpful!
I’ve noted your suggestion about showing contact summaries on company profiles. It’s tough because people use LACRM in such different ways (contact as primary, company as primary, sometimes with literally hundreds of contacts at a single company, etc.) so by showing more useful info to one person, it might add a lot of clutter for another.
Having said that, we have an upcoming simplification that might work for you. We’re planning on adding a “status” feature directly to contact/company records, and we’ll make a board view for contacts/companies (not just pipeline reports). That way, most of our users will be able to track leads directly via the primary record without needing to get pipelines involved at all. That could help your workflow because if you track statuses directly on company records, you’d be able to open the company directly instead of first opening the pipeline item and then clicking through to the company.
Do you think that might help? Pipelines will still be necessary in some cases because companies will only get a single status, so if you’re tracking multiple statuses per company, you’d still want to use pipelines for those, but a simple lead workflow shouldn’t need pipelines at all after this change (planned for later this year).
Regarding scrolling the workspace on the mobile app, if you look down at the bottom of the screen, right above the navigation bar, there are little shortcuts to skip to a specific section. That should save you some scrolling! You can also now hide overdue tasks from a task widget (or just move it to the bottom of the widgets) if you don’t want it to push everything else down so much.
Thank you for the suggestions, and I certainly appreciate the difficulties in trying to accommodate a disparate user base.
I’m not sure if a status record on the record will help us much, unfortunately - we have 10 different pipelines, and any given household (that is company) can have a mix of any number of them active at a time, and the more complicated one has 20 status options. We rely on history and automations tied to status changes as well.
I had not noticed the shortcuts bar on the app, and it will definitely help when on my phone, but unless I’m missing something, the only way to access it on the computer is to shrink the window until it switches to mobile view (and that’s not very helpful because the screen completely refreshes when I make the window larger).
I appreciate the feedback - especially the fact that you and the whole team are so open and responsive!
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