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What is Release 3.0 (Lilypad CRM)? Lilypad 3.0 (now Lilypad CRM) is a major upgrade to the mobile app. The entire app has been re-written on a new, moder
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Home Screen The Home Screen is comprised of three major sections - the Home Header, Today tab, and the Social Wall tab. Upon logging into the Lilypad mobile app, you will see the Home Header at the top and default to the Today tab below. The Home Header will remain at the top of the screen whether you are on the Today or Social Wall tabs.
Attributes Feature Users with Lilypad "Admin" access can create custom Attributes... How To - Create A New Activity or Task The steps below outline how to use the Activity and Task builder located in the S... How To - Create Conditional Fields in Activities and Tasks Overview While creating a new or editing an existing survey (activity or task
The Territory feature within Lilypad allows an Admin/Manager to create custom are... How To - Create a Target List Getting to Target List Setup Page 1 Log into the Lilypad Web App ( https://lilyp... How To - Create A General Goal - Sales Based General Goals in Lilypad are basically Key Performance Indicators (KPI's) and are...
Here are the items completed for this release of the web version of Lilypad. Enhancements Saving filters for Analyze > Advanced Reports (LP 93256). Af