Overview
Keith Best announces that Lead Simplify is ready to start beta testing with heavy users, aiming for a rollout to all users within the next two weeks. Existing users must transition to the new version by the end of August to avoid losing their Lead tracking system. Keith experienced issues with phone call connectivity during the migration process due to a disconnection between Twilio and the old version. He reassures that these issues have been resolved, and no other changes have been made, except for minor adjustments and the need for further analytics work. Future updates will include exporting lead features. Keith encourages users to subscribe for more updates and to leave comments for video suggestions.
Action Items
- [ ] @Keith Best – Distribute the new Lead Simplify v2 to heavy users starting on Monday or Tuesday next week for initial testing.
- [ ] @Keith Best – After approximately three to four days of testing by heavy users, roll out the new Lead Simplify v2 to all remaining customers within the following one to two weeks, assuming no major issues are found.
- [ ] @Keith Best – Shut down the backend of the legacy Lead Simplify system at the back end of August, ensuring that any existing users who have not migrated lose access.
Outline
Lead Simplify Update and User Transition
- Keith Best introduces himself and explains that Lead Simplify is ready to start onboarding heavy users for testing purposes.
- The initial group of users will receive the new version by Monday or Tuesday next week, with feedback expected by the end of the week.
- If no major issues are found, the new version will be rolled out to all users within the next week to two weeks.
- Existing users are reminded to transition to the new version before the end of August to avoid losing their Lead 75 system.
Technical Challenges and Solutions
- Keith discusses the technical challenges faced during the transition, including issues with phone calls and Twilio integration.
- He mentions repeatedly moving and deleting the system to test the transition, which caused some phone calls to be lost.
- The problem was identified as a disconnection between Twilio and the old version of Lead Simplify.
- Keith reassures that the current transition is going smoothly, and phone calls are being received correctly.
Future Developments and User Reminders
- Keith highlights that no significant changes have been made to the system, except for some minor adjustments.
- He mentions plans to enhance the system with features like exporting leads in the future.
- Keith reiterates the importance of existing users transitioning to the new version to avoid losing their data.
- He concludes by encouraging users to subscribe to the channel for more updates and to leave comments for future video ideas.
Enjoy!