We recently launched three small quality-of-life improvements. Here’s a video explaining them all!
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!