New Release - November 28
Improvement of the Search section
- Search for a client
- Search for an opportunity
- Search for a work order (Lautopak only)
- Search for an inventory or a customer product
Search history
- Last customer search
- Contact the client with the icon
- Last client consult in the workflow
If you are looking for a stock number, you can see the inventory or the customer product.
Remember that the red/yellow/gray dots are the number of opportunities per customer. See the article for more details.
Communicate with the customer via the icon
See installation/labor time in the quote (only if you have time in parts, not in costs)
Save / Print / Send quotation under one button.
To send the quote by email, your email template must be configured by the administrator.
List of tasks
- If you need to find a task
- Be able to close several tasks in one click
Choose your filters
Select your tasks and press the red square: close tasks. Be careful, this is not reversible.
SALES MODULE
1) See only your own statistics by checking the option
2) Disable or enable filters by date
3) Addition of 2 new dates
- Date of meeting done
- Date of meeting to do
4) New time slot list
5) Statistics: Grouping of 2 levels, press the arrows to open your 2nd level.
6) Contact column allows you to see outbound (employee) and inbound (customer) activity
7) Opportunity pool tab (available Web and Call only)
Click on the box and you will see the requests.
- To see the Web pool, you must be in the web.
- To see the Call pool, you must be in calls and your potential opportunities must be enabled in your configurations.
Service -> Add an icon on the card to see if it has been put in the workflow schedule
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