IFS SCRM 8

What's New?

Sales Pipeline

• This new feature will allow users to manage leads in the sales process better.
• The pipeline can be found as a separate tab on the top menu bar.
• A new company property called "Pipeline Stage" was created. This controls the status of leads in the pipeline.
  • Stages can be added, removed, renamed, and/or rearranged via the Admin portal in the Forms, Fields & Values settings.
• By default, the pipeline shows companies assigned to the user as either Sales Owner or Customer Service Owner.
• The pipeline can be filtered using the following options: My Companies (default), All Companies, or Last Contacted Days range.
• The pipeline can be displayed in Card View or List View
  • Card View sorts companies by last contacted days
  • List View sorts companies alphabetically.
• Company fields can be edited within the pipeline.

Carrier Management

• Users can now create Carrier Companies and Contacts in the application.
• Carrier Companies and Contacts can be found on the Company and Contact List pages, respectively, and changing the main heading dropdown from Customers to Carriers.
• Carrier Company and Contact Forms allow users to create/log notes, calls, in person, and tasks.
  • Tasks are not yet reflected in the To-Do section of the Dashboard. This feature will be included in a future update.
• Users can create multiple sites under a Carrier Company.

Improvements

• The Main Point of Contact field now drops down to provide options.
• Inside a Quote/Contact Form, the company name under the quote/customer name links to the Company Form.
• In the Company List card view, contact icons are now clickable and will link to their respective Contact Forms.
• When there's no point of contact selected while creating a call, in person, task, or quote, the system now tells the user to create a contact in order to save.
• In the Company Form, the phone number format was updated to allow international phone numbers.
• While editing an FTL Quote Summary, you can press enter to move to the next field.
• On all field dropdowns, the system can now allow users to click on the already selected option.
• All pop-up cards' distance from the top is now consistent.
• On the 'Visible To' field for Notes, search functionality was added.
• A fix was made to correct the design bug during note editing.