Store Assignees on Task Templates
Task templates now have the ability to store assignees. Assign tasks easily by launching a template so that every team member knows their responsibilities.
Updated Dashboard Views
The new Aptlet dashboard provides a snapshot of event, cards, and tasks assigned to you. See upcoming events, as well as workflows across the entire team.
Group View
Aptlet boards now have a new group view for improved navigation and productivity. Group view provides the flexibility of a list view with the structure of a board view. Expand and collapse all cards by stage, and even reorder cards within a stage to customize your data.
Aptly Phone and SMS Automation
Add automation to inbound and missed calls. Create custom workflows based on phone calls that come through Aptly to automatically cards and respond to inquiries immediately. Set up your Personal and Share Phone workflows under settings ⚙️
Aptlet Card Aging Indicator
🟢 🟡 🟠 🔴
Lead boards now show visual indicators based on the age of a card and interaction with the primary contact. Indicators update automatically based on time, updates to a card, and inbound and outbound communication.
Never let a lead slip through the cracks!
Change Stage Name in Board View
Whether you're installing a board from our Gallery or starting with a blank board, you can now quickly personalize your Aptlet Boards to match your process. Rename stages by simply double-clicking on the stage name in Board View!