New: Journeys activity stream integration and Appointments rules


Two new FLG features to tell you about this week.

Journeys integration with activity stream and audit log

We now record Journeys actions on the lead, such as started, partially completed, completed or exported to PDF. All your compliance and audit data for Journeys is now available in the same place as everything else.

Appointments rules

You can now define how you want your appointments to be scheduled. By setting the minimum scheduling notice, you avoid last minute appointments and you can set a buffer time between appointments for important preparation, travel or wrap up activities. It's also possible to define the frequency of start intervals in your calendar to offer appointments every 15, 30 or 60 minutes. The latter was an idea which came straight from our feedback site.

Next we're looking at making Journeys and Appointments data available to templates.