Mark leads lost or invalid
Mark opportunities lost or leads invalid, set custom follow-ups, and recalculate travel time from the truck card.
v1.285.0
New1
- NewSales
Mark leads lost or invalid, and set custom follow-ups#
Mark an opportunity as lost, flag an unclaimed New Business lead as invalid, and schedule a follow-up for the time you choose.
Improved2
Recalculate travel time from the truck card. A button on Dispatch truck cards recalculates travel times when they are missing or out of date. Dispatch
Contracts open with the customer's name and date filled in. The contract PDF a customer signs arrives with their name and the date already filled in. Sales
Fixed2
Estimate and email templates fill in their placeholders. Arrival time windows read correctly in email templates, the View Estimate widget can be configured, and contract placeholders fill in on estimate templates. Sales
The Sales dashboard opens for sales roles. Users with sales roles open the Sales dashboard without a permission error. Sales