Your fields, your wording, your ticket types
A CRM that uses your vocabulary
What belongs on a lead, and what you call it, differs by industry. This release opens up three things that used to be fixed: the input fields, the basis the AI judges on, and the support desk naming.
What is new
Custom fields on leads
- Create the fields your company needs and add them to the lead detail. Option lists are edited on the same screen.
- Add a field in the lead field drawer and it appears on the detail immediately, storing exactly what is typed.
- This replaces the habit of pushing everything into the notes box because the default fields did not fit.
A company AI persona
- Define who your company is, once, in one place. Chatter analysis and win strategy both work from it.
- Paste a company profile or a website address and the persona draft is written from that material.
- What counts as a good lead is carried over automatically from the ICP scoring table you already set up.
Support desk naming and ticket types
- The name of the support desk, previously fixed, is editable in company settings.
- Register the ticket categories your team already uses, rather than mapping them onto ours.