Streamlining Your Workflow: New UX Improvements in Homey

These improvements focus on reducing the clicks and navigation needed to complete your most common tasks.

Quick Add Lead Button

Managing leads just got easier with our new quick add feature. You'll notice a small plus icon that's now persistently available across all pages in Homey. This means you can create a new lead instantly from anywhere in the platform—no more navigating back to the main leads page just to add a new contact. Whether you're reviewing documents or checking milestones, adding a lead is now just one click away.

Enhanced Lead Actions Menu

We've consolidated your most-used lead management tools into a convenient actions menu. Simply click the three-dot button on any lead to access a dropdown menu with shortcuts to essential functions. You can now view all documents, edit lead details, preview the lead, set follow-ups, and check or update milestones—all from a single menu. This eliminates the need to navigate through multiple pages to perform routine tasks.

Small Changes, Big Impact

While these updates might seem small, they represent our ongoing commitment to making Homey work better for you. By putting frequently used actions right at your fingertips and maintaining consistent access to key features across the platform, we're helping you save time and stay focused on what matters most—building relationships and closing deals.

Watch the video above to see these new features in action, and as always, we welcome your feedback as we continue to enhance your Homey experience.