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Reduction In Duplicate Leads

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#1 InflatableOffice

InflatableOffice

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Posted 09 May 2018 - 07:25 PM

Subject: Reduction in Duplicate Leads

 

Video:

See Full Release

 

New Features:

  • Quote Page: Improved behavior of customers creating duplicate quotes. Now the system will just update their last quote instead of creating a new one. You can configure behavior under Settings->Online Quoting. If you set this to 0, the behavior will be the same as it previously was. If the lead is in non-quote status they will not be able to edit it.

  • Quote Confirm Page: Removed customer’s edit button if that lead is in non-quote status.

  • Quote Page: Added option for email marketing consent (support for GDPR and CASL). Settings->Optional Fields

  • Contract Page: Added a ‘sign now’ button on the signature line of unsigned contracts

  • Optional Fields: You can now easily create drop-down lists on leads/quote pages. Set Type to ‘Select’

  • Optional Fields: Flat fees for delivery method and surface are now available for the auto-recalc option.

  • WordPress: You can now have multiple quote pages integrated on the same website.

  • IO Phone: Can now configure caller ID on incoming calls to your phone to show company number or customer number

  • Vendors: You can now set them to be taxable by default for newly created items. Settings->Payment Options

  • IO Phone: Added voicemail transcription notes to CRM tab
     

 

 

Bugs fixed:

  • Leads: Auto-recalculated fees will now be auto-added to a lead if they aren’t already on there

  • Wordpress: Fixed AdWords integration to properly pass AdWords flag on new leads

  • Emails: Fixed several auto-emails to work properly when multiple reminders were created

  • Calendar: Improved the availability list in the “Day View” for parent/child items

  • Payments: Fixed erroneous payment errors on contract tab when recharging is enabled but not used

  • Mobile: Fixed availability checker for structured items

  • Square: Added support for multi-location square accounts

  • Emails: Prevent event reminder email from going out if the contracted status isn’t reserving inventory

  • Promotions: Fixed issue when qualifying for multiple specials not always picking the best one

  • Wordpress: Fixed io-yellow theme’s homepage to use testimonials integration

  • Wordpress: Fixed io-original theme’s menu styling and toggle

 

See history of updates

 

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Also tagged with one or more of these keywords: quotes, sales, event rental software, inflatbaleoffice

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