Partner referral form and form layouts
Partners can send you leads through their own referral form, and embed forms get more layout options.
v2.309.0
New1
- NewPartner portal
Partner referral form#
Partners can send you leads through a referral form. Referral opportunities carry a badge that shows whether the lead is local or long distance.
Improved2
- ImprovedMarketing
More layout options for embed forms#
Choose a layout that fits the space your embed form sits in, style its text, and send visitors to your own page with tracking after they submit.
Clearer Truck Yard Manager layout. Truck Yard Manager pages are reorganized and follow the location you have selected. Yard
Fixed4
Commissions and sales adjustments match in payroll. Sales commission thresholds calculate the same way everywhere, and a sales adjustment made for a later period shows in that period's payroll. Finance
Paid invoices show no balance due. Invoices with more than one discount add them up correctly, so a paid invoice shows nothing owing. Finance
New leads get the right name and location. Leads created from email use the right customer name and location, and your own automatic emails no longer count as customer replies. Sales
Month views load with incomplete crew details. Dispatch month views load even when a crew member record is missing details. Dispatch
