https://ergophobia.org/tags/crm/Recent content in Crm on ErgophobiaHugoenMon, 07 Sep 2026 00:00:00 -0400https://ergophobia.org/updates/2026-09-07-spanish-academy/Mon, 07 Sep 2026 00:00:00 -0400https://ergophobia.org/updates/2026-09-07-spanish-academy/<p>Three fixes, all landed Sunday night.</p> <p>The one that matters most is on the lead side. Of the several paths that create a lead in the CRM, the placement flow was the only one setting a follow-up status. Everything else, the web forms and the assistant&rsquo;s handoff, was dropping leads in with no status at all. That meant nobody could tell from the CRM what had been contacted and what hadn&rsquo;t. Every path now stamps the same default status, and the value lives in one place because the CRM rejects the whole record on a typo, and I&rsquo;d rather not lose a lead over one.</p>