Leads – Calls. Every lead now keeps a record of the calls made to it and the calls booked with it: who called, what kind of call it was, how long it took and what came of it (interested, meeting booked, call back, voicemail, no answer, wrong number, not interested).
Leads – Log a call and Schedule a call are two buttons on the lead's own title bar, next to Edit lead, Change status and Convert to client. Closing a booked call asks only two questions: what came of it, and how long it took.
A scheduled call is put on the NIZU calendar automatically, and on every external calendar the team member and the company have connected — Google Calendar and, new in this release, Microsoft 365 / Outlook. The form says which calendars it will appear in before you save it.
New Microsoft Calendar integration in Settings → Integrations. An administrator registers the workspace's Microsoft app once; every team member can then connect their own Outlook calendar from the Calendar page with one button. Works with both Microsoft 365 work accounts and personal Outlook accounts.
Optional company calendar: one shared Google or Outlook calendar that also receives every call your team books on a lead, whoever booked it.
Leads – a pipeline stepper on the overview shows how far along a lead is through your own lead statuses. Clicking a step moves the lead there.
Updates
A lead's page has been rebuilt to match a project's page: the tabs and the panel below them are now one card instead of two boxes, and the page follows the app's light and dark themes throughout.
The lead title bar is now a toolbox. Editing the lead, changing its status and converting it to a client are one click away instead of being hidden behind a menu inside a card.
The lead Overview has been reorganised into bands that answer one question each: where the lead stands, who to talk to, the conversation, what needs attention, and the detail.
New contact card on the lead overview: the person you actually call, with their email, phone and website as real buttons, and editing their details as the first action.
The lead's facts (status, source, owner, managers, labels, address, custom fields…) are now one clearly labelled list. Every value that could be changed in place still can be.
Every icon on the lead page has been redrawn in Font Awesome 7, and the status, source, type, owner and next call are shown as badges on the title bar.
Fix
The Microsoft settings pages could only be opened by an administrator, which also blocked team members from connecting their own Outlook account. Each action now checks its own permission.
Times picked on the new call forms are chosen from a list rather than typed: a typed time was silently saved as midnight.
On a lead's page, the Change status and Share menus opened behind the panel below them and their entries could not be clicked.
Deprecated
The old “Lead info” and “Custom fields” side cards of the lead overview have been replaced by the single Key facts card and will be removed in a future release.
