This month's release delivers five upgrades to lead management in Homebase and a new grid view in the Website Builder's media library. Here's what changed and how to make the most of it.
Lead Management, upgraded
Managing leads should be fast, flexible, and frustration-free. These five enhancements to Homebase's lead tools make that a reality.
Responsive View
Your leads go wherever you go. Homebase now adapts to any screen size, whether you're on a phone, tablet, or desktop. Check, respond to, and manage your pipeline from your desk or out on the floor.
How to use it: Open Homebase on any device. The interface adjusts automatically to fit your screen. No settings to change.
Lead Forwarding
Never let a lead sit unseen. Forward incoming leads to any email address, whether that's a group inbox, a colleague, or a backup record. The right person always gets notified, your way.
How to set it up:
- Open Lead Settings and go to the Lead Forwarding tab.
- Enter the email address you want leads sent to in the Forwarding Email field.
- Use Forwarding Notification Settings to choose which types of emails get forwarded.
In-App Notifications
Choose how Homebase keeps you in the loop. Opt for email alerts, in-app notifications, or both. You're in full control of how and when you're notified. No more inbox overload if you don't want it.
How to view your notifications: Click the bell icon next to your profile badge in the top right corner of Homebase.
How to set your preferences:
- Click your profile in the top right and go to My Account.
- Open the Notifications section.
- Adjust your notification settings as needed.
Editable Fields
Leads don't always arrive complete. Now you can correct or fill in missing information directly inside Homebase, on the fly, without workarounds. Clean data, from the moment a lead lands.
How to use it:
- Open a lead's details page.
- Click the pencil icon next to the field you want to update.
- Update the info and click Save.
Bulk Tools
What used to take twenty clicks now takes one. Set statuses, block spam, and apply tags across multiple leads simultaneously. If you're managing volume, this is the update you've been waiting for.
How to use it:
- On the leads listing page, use the checkboxes on the left of each row to select the leads you want to act on.
- A toolbar appears at the top of the page with available actions (set status, block spam, apply tags). Pick the action you want to apply to your selected leads.
Website Builder: a faster way to manage your media
A small change with a big impact on your daily workflow.
Asset Grid View
The Website Builder now displays your media library in a visual grid. Scan, find, and preview images at a glance. No more opening files one by one to find what you need.
Requested by customers, built for everyone.
How to use it: Open your Assets Library in the Website Builder. Use the view toggle next to the search bar to switch from list view to grid view.