Faster lead follow-up and clearer sales metrics

New5

• NewSales

  Urgent timers for new leads#

  New leads from email, your website and embed forms get their own urgent timer. The timer pauses during an active call, and you can require a first contact before a lead can be paused.

• NewSales

  Booking an estimate claims the lead#

  Booking an estimate claims the lead for you and moves the next sales follow-up to the day after the estimate.

• The pipeline feed shows how each lead started. The communications feed opens with how the lead came in, shows the next step in bold, and records when a lead is lost. Sales

• Cancellation reason on move details. A cancelled move shows why it was cancelled on its details page. Dispatch

• Reactivate archived storage facilities. Reactivate an archived storage facility instead of creating it again. The location picker hides closed locations, and labels display correctly. Admin

Improved6

• ImprovedReports

  Close Rate and Win Rate, the same everywhere#

  Sales reporting splits two numbers that shared one name into Close Rate and Win Rate. The Revenue module, Sales report and TV Link show the same figures.

• ImprovedSales

  Lead auto-replies send from your company mailbox#

  Automatic replies to new leads send from your company mailbox and stay in the same conversation. A Send from picker lets you choose an alias.

• ImprovedFinance

  Invoice text for each contract type#

  Set invoice text and settings for a specific contract type instead of one template for every invoice.

• ImprovedSales

  Adjust the deposit when sending a contract#

  Change the deposit amount while sending a contract, without changing the contract's default.

• Sales Coaching uses your CRM source. Deal origin in Sales Coaching uses the source in your CRM first and shows the first contact separately. Sales

• Quick view shows mentor and trainee shares. The sales target quick view shows the trainee and mentor split for mentorship targets. Finance

Fixed4

• Speaker labels on transferred calls. Transcripts of transferred calls and calls with several reps label each speaker correctly. Inbox

• Overdue totals skip deposit-only rows. Overdue and outstanding balances on the payments summary leave out deposit-only rows. Finance

• All shows every estimate. On the Estimates page, All includes completed and cancelled estimates, and the empty state says what is hidden. Dispatch

• TV Link reloads itself after updates. A TV Link screen reloads on its own when a new version is out and recovers if it stops refreshing. The dashboard team picker lists only Sales staff. Reports