Sales: Quote Manager Grid Can Now Show FI Status

The FI Quote Manager’s screen detail grid can now include FI Status, and individual FI Status Codes can be selectable (excluding all other FI Status Codes).

To See FI Status Codes in the FI Manager screen open G2 and follow the path of G2 Sales> Manager Finance Quotes, A new View has been created that includes FI Status in the rightmost column. Select “all” FI Status to show some different FI Status Codes.

Manager Finance Quotes

 

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement