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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The last part of the sales CRM workflow involves capturing signatures from both the customer and service provider, verifying the contract was updated to a sold status and the account was updated from 'prospect' to 'active'. Prerequisites: Review...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Crea...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
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Last Updated: 07/07/2023
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...
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Last Updated: 07/06/2023
in Setup Home Account Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup proc...
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An issue has been resolved that prevented the 'Per Unit' and 'Service Fees' fields from populating in a proposal when 'Copy Lead' was used. Pathway: Accounts > Add Proposal (Service, Quotes and Contracts section) ...
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Previously, if a user voided a label and did not close and reopen the service record screen before posting, the label was included when the work order was billed. Functionality when voiding a label has been improved to automatically save once the la...
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Last Updated: 06/29/2023
in Setup Home Account Pathway: Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields Descriptions...
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An issue has been resolved that prevented drivers from entering disposal tickets to the route level after all stops are completed. Pathway: NavuNav (IPad)
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The "Bank Account Type" field in Add Account Payment Methods has been changed from a text field to a selection drop down field. This resolves the problem where an error would occur when an unsupported entry was entered, and the user tried to save it...