IFS SCRM 8 introduces the Sales Pipeline feature to help users manage their sales process more efficiently and effectively. Also, this release introduces carrier management and multiple system improvements.
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.
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.
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.