At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2024!
Round Robin Lead Assignment
Now admins can automate lead and other App record assignments using Round Robin rules – no custom code required. Just add the ‘Assign Record’ automation action and pick the members you want the Round Robin to use. So simple!
New "Contact Preferences" for Contacts
New customers will find a new “Contact Preferences” section in the Contact App to manage their email, text, and phone opt-out preferences. These fields will be incorporated into future FreeAgent CRM enhancements to automate the opt-out management process. For those using SendGrid, this information auto-populates from the SendGrid Email Unsubscribes list, ensuring opt-out requests are honored in sent emails.
Existing customers will see the new “Contact Preferences” section appear over the next week or so. Like any other form section, admins can hide or move it as they wish.
Lead the way to a better workday with FreeAgent
FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:
- Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.
- User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.
- Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.
To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.
