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See customer replies on New Business

New Business flags sent estimates and customer replies, and email compose asks you to connect Gmail first.

v1.296.0

New2

  • NewSales

    Estimate Sent and Customer Replied flags on New Business#

    The follow-up Status column shows Estimate Sent and Customer Replied badges, and a lead lights up as urgent the moment the customer replies.

  • Connect Gmail before composing email. Email compose asks you to connect your Gmail account before you start writing. Inbox

Improved1

  • Late call recordings still arrive. MovePlnr keeps checking for call recordings that RingCentral delivers late, so each call gets its recording. Inbox

Fixed3

  • Call and text times read correctly on the timeline. Calls and texts from RingCentral show the right dates on the communications timeline. Inbox

  • Estimate PDF paragraphs show the right values. Placeholders in the opening and closing paragraphs of estimate PDFs fill in with the move's actual details. Sales

  • Location details reset when the address changes. Changing the address on a location form clears the location type and access type, so details from the old address don't carry over. Sales