Skip to Content
ChangelogCreate leads with a guided product, service and skill picker

Create leads with a guided product, service and skill picker

You can now create a lead by choosing a product first, then picking from the services and skills that actually belong to it.

  • Pick a product, and the service list narrows to the services linked to that product.
  • Pick a service, and you can optionally tag the skills linked to it — all on the create form.
  • Changing the product resets the service and skill choices so the selection stays consistent.
  • Spreadsheet imports are checked the same way, so a service that doesn’t belong to its product is flagged instead of saved.

If a product or service hasn’t been linked up yet, the picker still shows every active option, so you can always create the lead.

Last updated on