This week, Dakota Zirk shares improvements to how you capture, manage, and report on new leads.

Business App

• [Inbox Pro] Show proof of performance for Inbox Pro. New leads from Web Chat, Google, and, Facebook are displayed in analytics in Business App’s marketing funnel, which can be seen in the main dashboard and the Executive Report. [0:28]

Platform

• [Automations] Set automation delays to have steps performed steps to happen on a specific day, week, or window of time. [6:18]
• [Billing & Payments] Recurring Invoices has been replaced* by Subscription Billing. Use Subscriptions to automate your billing and payment collection workflow while gaining flexibility and protecting cashflow. [3:58] Learn more *Current users of recurring invoices still have access to that workflow to ensure billing continuity for their clients, though transitioning to Subscriptions in encouraged.
• [Billing & Payments] Customize billing by client and by product. In addition to setting billing schedules, payment terms, and more with Subscriptions, if you bill and collect payment for some products outside the platform, you can turn off invoicing in Subscriptions for those specific items to avoid double billing your clients, and still have a record of all active subscriptions on each client account in one place. [5:01]
• [Billing & Payments] Get notified of Stripe account issues - such as missing account verification details - via email, in the Vendasta payments page, and the payout page, with all the details you need to take action and avoid service disruptions. [5:42]
• [CRM] Embed custom-built forms right on your website to capture leads, and deliver them straight to your CRM in Partner Center. Use the easy drag and drop builder to create forms tailored to your business. Add any contact and company fields from the CRM, and have all the data sync seamlessly to Partner Center (new companies and contact will be auto-created). Also coming soon to Business App. [1:14]
• [CRM] Create parent and child relationships between Companies. Set a parent company on a child company, or add child companies from a parent company. Filter the Companies table by parent company to see all locations of a business in a focused view. Also coming soon to Business App. [2:56]
• [CRM] See all the contacts associated with a company from its profile page instead of just the top five. [3:32]
• [CRM] Create a follow-up task when logging an activity to a company or contact. The follow-up task will take the details from the associated activity, eliminating the need to re-enter them. [3:39]

Reputation Management

• Upgrade clients from the Reputation Management trial directly to any of the three editions: Standard, Pro, or Premium. Upgrades can be completed from the Manage Accounts page, through a Sales Order, or when activating products in Partner Center. [7:12]