Sales Mentor role and per-location estimators

New4

• NewCompany settings

  A Sales Mentor role for coaching#

  Give someone the Sales Mentor role to let them review reps in the Coaching Portal without touching credits or spending.

• NewAdmin

  Assign estimators to specific locations#

  Choose the locations each estimator covers. Estimator pickers, schedules and assignments only offer the estimators for that location.

• NewFinance

  Offer financing from dispatch payments#

  The dispatch payments screen offers customer financing where your account supports it, and lists only the providers you can use. Moves paid through financing no longer show as overdue once the payment settles.

• See the next lead about to expire. Sales reps see a bar with their next lead about to expire, so they can follow up before it leaves their pool. Sales

Improved3

• Search the Coaching Portal and save reviews with goals. Search and filter opportunities in the Coaching Portal. Completing a review with goals attached saves the goals and confirms the review. Sales

• Review Collection report follows your date range. The top metrics and the charts in the Review Collection report use the same date range, so results compare like for like. Marketing

• Security improvements. We tightened security across the app. Everywhere

Fixed2

• Stop changes no longer overwrite each other. A customer's online estimate keeps stops the office added after the page opened, and reordering stops on a move in progress no longer points crew prompts at the wrong stop. Sales

• Payroll shows each person's current name. After a team member is renamed, payroll screens show the new name, so no one appears to be missing from a paid payroll. Finance