We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.

Key Highlights

Lead Management

• Kanban Board for Leads:
  • Track leads visually across stages: New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client.
  • Drag-and-drop for seamless progression and prioritization.
• Advanced Lead Details:
  • New fields: Source, Lead Value, Assigned Agent, Website, and Last Interaction Date.
  • Editable email and phone fields directly from the board.
• “Convert to Client” Button:
  • Transition leads to clients effortlessly with data preservation.
  • Automatically moves converted clients to the Client tab.
• Filters & Search:
  • Filter by Assigned Agent, Source, Lead Value, and Last Interaction Date.
  • Use partial search and grouping options like by agent or stage.

API Token Management

• Dedicated API Keys Section:
  • Generate secure JWT tokens valid for 100 years with customizable names.
• Token Tracking & Deletion:
  • Manage tokens via a detailed table with name, value, and creation date.
  • Deleted tokens are blacklisted immediately, ensuring security.

Bug Fixes

• Resolved multi-label issues for clients.
• Fixed attachment uploads in closed tickets.
• Improved ticket table with added subject columns and sorting.
• Addressed closed ticket status update issues.
• Enhanced hovering animations in order details and dashboard text formatting.
• Updated empty states in teams.
• Fixed workspace deletion redirection issues and more.

These enhancements reflect our commitment to providing an efficient, secure, and user-friendly experience for agencies.