New Lead Forms, Lead Processes, Email Permissions and more

Coevera Admins can now create multiple Lead Forms — similar to those we’ve already implemented for Opportunities (by pipeline), Accounts and Contacts.

Each Form will be linked to a Lead Process — either the default process or a custom Lead Process that has been created. Note that a single Lead Process may have multiple Lead Forms associated with it — each with a different combination of fields to capture specific information. New forms can be created or existing forms copied and amended.

Our new Lead Management functionality allows Coevera Admins to create an unlimited number of lead Processes, each with different steps and associated Activities Checklist made up of text prompts, field prompts or activity prompts, each of which can be made “required” — just as when creating a pipeline for an “Opportunity Process”

Visibility of Email communications to and from your customers and prospects is a key pillar of using any modern CRM system. It’s a vital component of the relationships that are built and maintained and, as such, should, in general, be accessible and visible within Coevera.

Having said that, there are certain situations where the content of individual emails should be kept private or where all emails belonging to certain types of user — Senior Management, for example — should not be seen by other users.

Coevera Admins are able to decide on the default Email Message Sharing Rights for each User Role. All users based on that role will then inherit the settings which will be applied as the default to all emails sent from or received by those users.