BAM Lead Tracker Updates: August 2026
Reporting & Data Export Improvements
This month we made two meaningful upgrades to how data is sorted and delivered across the platform — reducing wait times and making large reports easier to manage.
- Transaction Units — Alphabetical Auto-Sort — Transaction units now automatically sort in alphabetical order for all users. No more manual reordering to find what you need.
- Large Data Exports — Exporting large data sets no longer times out mid-process. We’ve also added the option to receive your completed report by email once it finishes loading on the backend, so you don’t have to stay on the screen waiting.
| Why this matters: These updates reduce friction in your daily reporting workflow and ensure you can always pull the data you need — even for large date ranges or high-volume accounts. |
Hatch Integration: Appointment Duration Update
Applies only to stores with the Hatch integration.
Appointments booked through Hatch now appear as 2-hour calendar blocks instead of the previous 30-minute default. This brings Hatch-booked appointments in line with the actual time commitment expected of each appointment.
| Why this matters: Reps now see a more accurate picture of their daily schedule, reducing back-to-back conflicts and setting realistic expectations before heading out for the day. |
Permission Group Switching Improvement
We’ve streamlined the process for updating a user’s permission group. Admins can now switch between preset permission groups — such as SM/GM to Lead Catcher — without needing to manually wipe and reassign all permissions from scratch.
| Why this matters: This saves time during onboarding or role changes and reduces the risk of missed permissions that can happen during manual reassignment. |
New Equipment Units Added — All Active Stores
Two new equipment options are now available across all active BAM Lead Tracker stores:
- AQS Advantage WS — added under Water Softeners
- AQS Advantage WHF — added under Whole House Filters
Both options include an optional “Other” detail field for entering additional notes specific to the unit configuration.
Email Preview on Lead Detail
We’re scoping the addition of an email preview directly on the Lead Detail page. Reps will be able to see exactly which automated emails and offers are scheduled to go out to each customer — without leaving the lead record.
Bug Fix: Scheduling Overlap Warning
Resolved a scheduling issue where the unavailability overlap warning was not appearing when two appointments had a partial time conflict. Previously, the warning only triggered for full overlaps — allowing partial double-books to slip through.
The system now alerts users whenever any overlap is detected, even a minor one, preventing double-booking before it happens.
What’s Coming Next
| Merge Leads Functionality — We’re working on improvements to the merge lead feature to make combining duplicate records faster and more reliable. |
Ready to Put These Updates to Work?
These enhancements were built to help you:
- Distribute leads more evenly
- Improve visibility across your sales team
- Automate follow-up and contract tracking
- Increase efficiency and close more business
If you’d like help activating any of these features, updating your nurture campaigns, or configuring your store settings, reach out to our team today.
Referral Program – Give One Month, Get One Month
Love the BAM Lead Tracker? Refer another store that signs up, and you’ll receive one month FREE for every successful referral. There’s no limit — the more you refer, the more you earn.
