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This has been one of the most frequent requests we have received. So we have been working on this and one other major change for a while now. Ironically enough, the changes are live on our beta site right now and will be released to everyone on Wednesday this week!


Here are the two major changes


1. Ability to specify when processes are stopped. Contact made, appt set, appt shown, or when the lead is marked lost, bad, or sold.

2. We now support custom follow up processes. You can make any type of process you want and put any active lead in that process! Ex. hot lead, long term follow up, bad credit, etc.


Here is what the new settings look like and you can see these by going to the sales process screen on the beta site.


https://apps.vinmanager.com/cardashboardbeta/login.aspx


Please let us know what you think!