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Changelog

What’s new in Leadey.

Everything we ship, as it ships. New features, improvements and fixes to the platform, newest first.

v1.6.0Latest
7 new4 improved2 fixed

Lead assignment

Every lead now has a person responsible for it. Share new leads across the team automatically, see at a glance who owes a reply, and move a whole book of accounts from one rep to another in two clicks.

Auto-assignWeighted · On
SCSarah Chen50%
TWTom Walker30%
PPPriya Patel20%
Change assignee12 companies
TW
From
Tom
To
Sarah
SC
JM
James Moore
Replied 2h ago · requires attention
New
Assigned to
A new default field on every lead, with the person’s photo in its own column. Assignment is per company, so one rep owns every contact there.
Auto-assign
Share new leads equally or by weighted percentage, with daily caps and a pause per person. Set it for each campaign from its team, or for the whole workspace in Settings.
Campaign Team
A proper team view for every campaign: add people, change their role, remove them, and choose who receives new leads.
Change assignee in bulk
Select leads and move them in one go. When the selection belongs to several people, choose where each person’s leads go, then confirm with a before-and-after view.
“Only their leads” permission
A role can now be limited to the leads assigned to it, across tables, search, the dialer and the lead profile. Managers can filter by any person.
Requires attention
A red ring marks leads whose latest message is theirs and still unanswered. Flip one switch to see only those, and hover the ring for the message.
CSV import on the Leads page
Import a spreadsheet straight into your workspace, without a campaign, using the same column mapper and duplicate handling campaigns use.
Improved
Unsubscribe link is optional per email
Workflow email steps have an “Include unsubscribe link” option for one-to-one style messages.
Relative date ranges in filters
Filter on “between 30 and 60 days ago”, not just “in the last N days”.
Faster campaigns for large workspaces
Workspaces with hundreds of rule-based campaigns load their campaign list and counts without stalling.
Company grouping follows the company record
Grouping leads by company now uses the company itself rather than its website, so contacts at the same firm always sit together.
Fixed
Deal owner on the lead profile
The opportunity card shows who the deal is assigned to.
Assignment shows up everywhere at once
Changing who a lead is assigned to updates the table, the Leads page and the profile without a refresh.
v1.5.0
4 new4 improved1 fixed

Smart Views, inbox and credits

Smart Views on a campaign now behave like views, the inboxes clear unread the moment you read, and the new per-seat credit allowance arrives.

New
Credits per seat
Every seat comes with a monthly credit allowance, and admins can see and spend the workspace total.
Buy domains in bulk
Paste a list of domains into the mailbox purchase wizard to check them all and check out in one basket.
Workflow run filters
Filter runs to those that got a reply, and see the reason each run stopped.
Addresses
An Address section on the lead profile, address filters, and an Address group in the CSV column mapper.
Improved
Smart Views on campaigns
A Smart View on a campaign is a view of it, not a change to who is in it. Filters belong to the view you are on, and views can be renamed from the list.
Unread that you can trust
Opening a thread clears its unread marker everywhere at once, and badges drop instantly.
Unassigned tasks
Unassigned tasks in the inbox are labelled, with who created them and an “Assign to me” button.
Signatures in workflow emails
Pick exactly which signature a workflow email step uses.
Fixed
Live calling balance
Billing shows the live telephony balance, not only the settled one.
v1.4.0
5 new2 improved2 fixed

Lead Search replaces Scrapers

Finding people and companies now happens in one place, with hiring signals and saved searches, and deals can carry products and line items.

New
Lead Search
People and Companies in one search with a shared filter rail. Filters follow you between tabs, and Scrapers are folded in.
Hiring signals
Filter people by who is hiring, see job postings on companies, and cap the number of rows you pull.
Watch a saved search
Save a search and watch it for new matches.
Products and line items
A product catalogue, with line items on the deal editor.
Magic Enrich on the lead tables
Enrich a selection straight from the table and watch the details fill in live.
Improved
Find contacts from a campaign
Adding contacts to a campaign is a search you can see, with progress and partial-add reporting.
Dynamic or static audiences
See and switch whether a campaign’s audience follows its filter or stays fixed.
Fixed
Safer email merge fields
Lead values inserted into email HTML are escaped.
Hang up from the tone pad
The dial pad no longer traps you mid-call.