Privyr

Jan 23, 2025

- Team Features: 1) You now have the option to make content templates private to yourself by going to Options > Manage content visibility. 2) You can now perform actions on any client that you can view, even if they are not assigned to you.

- Capture Tab: Manually create new clients, import them from your phonebook or CSVs, and manage your lead sources all from one tab.

- Automatically Set Follow Ups: Automatically update follow-ups based on your preferred settings.