Two-step sign-in and estimate decline reasons
Office sign-in asks for a verification code, and sales can record why a customer declined an estimate.
v2.176.0
New1
- NewSales
Record why customers decline estimates#
When an estimate is declined, record the reason and choose a follow-up, so your sales team can see which objections come up most.
Improved2
- ImprovedDispatch
Move chat tells admins and dispatch apart#
Move chat labels admins separately from dispatchers, adds the right people to each chat automatically and notifies them of new activity.
Security improvements. Office sign-in asks for a one-time verification code. You can trust a device so it asks less often, and admins can reset a team member's sign-in. Everywhere
Fixed2
Booked moves open their move page from reports. Clicking an accepted or booked move in the Estimates Report opens its move page instead of the opportunity editor. Reports
Storage facility selection is clear. Storage setup shows which facility is selected, and deleted units disappear from the edit window right away. Sales
