We've added a new status to track Lost opportunities
An admin user can set a consultation as lost, select a reason code (e.g., Pricing), and add a comment. Once it's set as Lost, any automated retouch messages will stop, and the consumer won't be able to access the quote information.
We've revamped the way the filtering works on the main page of the application
If you're an admin user, you'll now be able to filter by any user on your team. And all users will be able to filter by more dates. For example:
View proposals accepted in the past 7 days
View consultations expiring in the coming month
Sort consultations by more date types.
You can now see when the proposal is Expiring
Use filters and sort by date to surface the Expiration date on you presented proposals.
Create more urgency for consumers around proposal expiration.
🍹⛱ Some other refreshing summer Improvements
Know exactly which proposal option you are reviewing with the Proposal Option Labels now visible on top.
Quickly access all the key actions from a proposal presentation with a sticky Print, Email, and Close buttons.
Installation Items font color inside a presented FlexJob has been tastefully grey-out.
Your recommended options will stand out even more with large bolder image covers.
The accepted proposal confirmation page looks more professional to the consumer.