New: Quick Feedback – give feedback and trigger actions with a single click

✨ We're excited to announce a new optional feature that noticeably speeds up working on leads: Quick Feedback. It gives lead agents the chance to complete recurring follow-up steps with just a single click – without filling in multiple forms.

[Screenshot: Feedback hub with quick feedback buttons]

As the client, you can define suitable quick feedback buttons for each sales pipeline. Each button bundles several typical actions – for example, recording a note, creating a follow-up task, scheduling an appointment, or moving the lead to the next phase. When following up, your agents simply pick the right button, and all the actions behind it are carried out at once.

What's new?

On the lead page, freely configurable, colored quick feedback buttons now appear in the feedback area. Clicking one triggers the actions behind it together. This makes recording the processing progress much faster and more consistent – especially for recurring situations such as “Customer not reached”, “Callback scheduled”, or “Quote sent”.

How to configure Quick Feedback

Quick Feedback is set up per sales pipeline. To do so, open Settings → Sales Pipelines, select the desired pipeline, and switch to the “Quick Feedback” tab. There you can create any number of quick feedback buttons.

[Screenshot: “Quick Feedback” tab with button list and editor]

For each button you configure:

• Appearance – a label (optionally with a leading emoji) and a color, so frequent actions are recognizable at a glance.
• Visibility by phase – the button appears either in all phases or only in selected phases of the pipeline. This way, agents only ever see the actions that make sense in the current step.
• Automatic actions – freely combinable (at least one):
  • record a note with predefined text in the journal,
  • create a task with a subject and due date (e.g. “in 3 days”),
  • schedule an appointment with a title, time offset, and duration,
  • complete the phase and automatically move the lead to the next phase.

If a phase change is triggered via a quick feedback button in the final phase of the pipeline, the button closes the lead directly: your agents then choose “Won” or “Lost” and add the closing details you configured.

How your agents use Quick Feedback

On the lead page, agents open the feedback area via “Feedback”. There – alongside “Won/Lost” and the general actions – the quick feedback buttons configured for the current phase are ready to use. A single click is enough, and all the actions behind it are carried out together.

• In the desktop browser, the feedback area appears as a compact dialog window.
• On the smartphone, it opens as a convenient bar at the bottom of the screen – with larger buttons that are easy to reach with your thumb.

The quick feedback buttons are also directly available in the overdue leads list, so agents can quickly work through open items.

What do you need to do?

Quick Feedback is available immediately and can be set up per sales pipeline. As long as no buttons are configured, nothing changes for your agents. Create suitable buttons for sales partners or internal colleagues under Settings → Sales Pipelines → Quick Feedback to make following up easier. Changes to the configuration take effect immediately on active leads.