Stock presets for your truck yard
Save truck stock targets as presets and assign them by group, truck or tag. Closed opportunities keep their step history.
v2.320.0
New1
- NewYard
Stock presets for trucks#
Save stock targets as presets and assign them to a truck group, a single truck or a truck tag. Low-stock alerts check each truck.
Improved3
Clearer purchase orders with receipts. Purchase orders label each field and need a receipt or invoice unless you say you do not have one and why. Yard
Step history stays on closed opportunities. Converted, closed and lost opportunities keep their step cards so you can review what happened. A won move that was later cancelled reads as won, then cancelled. Sales
Follow-up report shows the sequence stage. The New Business follow-up report shows each lead's step in the sequence or marks it Custom. Log Activity no longer starts a custom follow-up by default. Reports