Bringing in virtual meetings, CP call logs, multi-project view to more reports and many more improvements on dashboard. For details check out the list below:
Features and Improvements:
1. Virtual Meetings
2. Channel partner call logs
3. Multi-project view for failure reports
4. Multi-project view for visits reports.
5. Rework on bulk data download
6. New mandate running status filter on agent reports
7. Visit to booking % in marketing reports
Clean page titles
9. New reimbursement module
1. Virtual meetings
Your customers are interested in virtual meetings with the sales agents! With the latest Sales app version, sales agents have option to book a f2f meeting in person or in virtual meetings. And the related changes are updated on dashboard as well.
All the virtual meetings planned, missed or cancelled can be seen on dashboard.
2. Channel Partner call logs
Now, all call logs between sales agents and channel partners on CP leads, are visible on the dashboard.
1. Multi-project view for failure reports
Now, failure reasons and counts can be compared for multiple projects in a single report. Multi-project view has been enabled for all failure tab reports.
2. Multi-project view for visits reports
For visits analysis as well, data for multiple projects can now be compared in a single report. Multi-project view has been enabled for all visits tab reports.
3. Rework on bulk data download
CSV download from tabs such as leads, visits, bookings has been reworked to improve performance. Also, the project selection in multi-project filter has been increased to 50.
4. New mandate running status filter on agent reports
A new filter based on mandate running status has been added to agent tab reports. This is going to help fetch data based on past projects or ongoing projects.
5. Visit to booking % in marketing reports.
We can now see how many leads who visited the site once, purchased a unit. A new metric "Visit to Booking%" has been added to the all marketing reports.
6. Clean page titles
Page titles for each dashboard tab have revised and represent current info on the page.
7. New reimbursement module
A complete new module for application and approval for reimbursements. This module has two parts, "Apply reimbursements" and "Approve reimbursements".