Quote Managers Have Been Updated For New Features And Improved Performance

Sales & Finance

Sales quote manager, fi quote manager and deal manager rewritten to improve performance and add features.

A quicker and more flexible Sales Quote Manager, FI Quote Manager, and Deal Manager have been developed and included in this Release.

To Try the New Sales Quote Manager, users will sign into G2. In G2 Sales> Sales> Manage Sales Quotes, click on the Select Sales Quotes button to see how quickly the detail grid will load with Sales Quotes now.

 Notice in the example below, in the View field, We have replaced the Default View with a Custom View which was Saved to shows the Status in the right-most column.

Quote Manager - New Feature-1

 

To Try the New FI Quote Manager, users will sign into G2.  In G2 Sales> Finance> Manage FI Quotes, click on the Select FI Quotes button to see how quickly the detail grid will load with Quotes now. Notice in the example below, in the View field, We have replaced the Default View with a Custom View which was  Saved to shows the Unit Status in the right-most column.

Quote Manager - New Feature-2

 

To Try the New Deal Manager, users will sign into G2.In G2 Sales> Finance> Manage Deals, click on the Select Deals button to see how quickly the detail grid will load with Deals now. Notice in the example below, in the View field, I have replaced the Default View with a Custom View which I had Saved that shows the Lender ID in the right-most column.

Quote Manager - New Feature-3

How Summit RV Wins at Business Management Like a Major-League Team

As the company grew – they needed to play more like a team.
We sat down with James Bradley, second-generation owner of Summit RV, to learn their secrets.