Thanks to the new Business dashboard, you can now move open Business deals forward or close them. You will gain a quick overview of the number and value of Business deals in individual stages.
The Business deals are shown as individual cards on the dashboard. The cards are further sorted into columns according to the status (or business deal stage) they are currently at.
The entire dashboard can be controlled by dragging the mouse. Business deals can be moved forward or closed.
You will gain a quick overview of the number and value of Business deals in individual stages. The dashboard also keeps track of the dates for planned activities or follow-ups.
In the Account history, you can now see what products were sold to the client in the past so you can prepare a customized offer for that particular client.
When you are selling to a client repeatedly, filtering Accounts by the date of the last sale can be useful. A small hint of who to contact back.
Administrators will be pleased to know that we now have new additional functions administration. You can now activate all required functions from one spot. And vice versa, you can deactivate the functions you are currently not using.
We have created a new colour palette. There are more to choose from and they are brighter. A small spring RAYNET cosmetic update.
You can now edit the name of a particular product or its costs and other parameters directly in the Pricelist.
You can select Lead status according to how your business model functions.
If you use Leads rather often, you will certainly appreciate contact details being extended by a second e-mail address.
Foreign teams using RAYNET will appreciate RAYNET language localizations into Spanish, Brazilian Portuguese and Swedish. These languages will only work in a trial mode (beta version) for now. It is possible that some translations will be missing or will not be entirely accurate.
If you do business with foreign countries, you can use our quote exports in English, German, Russian, Spanish, Brazilian Portuguese and Swedish. Administrators can activate the option of foreign language exports.
Tidying up your Accounts and Leads is a bit easier again. Thanks to Mass edit, you can now edit details about city, state, postal code or country.
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