Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

September 8, 2020
New Feature
Custom Activities

Custom Activities are a powerful way to expand the information you can track on a lead. Create new types of Custom Activities to track important lifecycle events for your leads, like delivering a demo, sending a contract, or signing a deal, or use them to store information from third-party tools like tracking when a support ticket is created or closed, when a chat is initiated on your marketing site, or when an account is created in your back office system.

Search for leads with exactly the custom activity data you need and create Smart Views to reach out to your most relevant leads exactly when you want to, and use the Activity Filters on lead pages to see just the information you need.

A Close lead activity feed showing the edit state of a custom activity