Lead Area Modifications
Reason For Update We have made some changes to the lead area to include filter optimisations, additional permissions to ‘view only own sales’ for sales representatives and we’ve put in measures to avoid lead duplication. In addition we have an improvements to Job Costs. Lead No. Filter We’ve fixed the lead number filter in the […]
Reports, Financials and Additional Columns
Reason For Update: We continually find ways to improve the system. This update includes an addition to our recently released Status Progression work, along with improvements and additional columns and a new field. Status Progression In addition to our Status improvements, we have included a copy pipeline option, helping you to create new pipelines based […]
Functionality Improvements & Lead Grid Additions
Reason For Update: We continually find ways to improve the system. We have made some adjustments to tasks, the diary and improvements to the lead grid. Tasks As personnel changes, tasks are reassigned. We have improved the open tasks tab to allow other users to complete tasks for users that have become inactive. We’ve introduced […]
New Support Link
Reason For Update: We have added a Support Function to your Business Pilot system where you can find how to guides and videos, frequently asked questions and recent updates. If you can’t find what you’re looking for we have included our support number to call. Help Centre Whether the problem is a “user” error, a […]
Various New Year Improvements!
Reason For Update We continually find ways to improve the system. This time some of the work just speeds things up for you and some add additional functionality like within the diary, schedule board and email sending. Status Progression We’ve added a way to activate and deactivate you Lead and Contract Statuses which means you […]
Recent Amendments & Fixes
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to recently. Images: Images uploaded through our APP auotmatically default to App Type so that it is initially obvious where they have […]
Recent Amendments & Fixes
Reason for Update Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to last week… Emails Attachment Record: Sending an email though Business Pilot saves a copy of this within the customer page within […]
Diary Overhaul
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to last week… This week we are pleased to announce that we have released a major refresh of the diary area of […]
Smaller Updates and Fixes
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to last week… New ‘All Leads’ Page Within Business Pilot we have ‘Live’ and ‘Lost’ Leads, now we have introduced ‘All Leads’, […]
Released: Status Progression
Status Progression: After seven months of continuous work and development ‘Status Progression’ has been released. WE WILL BE HOLDING AN ‘INTROCUCTION TO STATUS PROGRESSION’ WEBINAR ON: WEDNESDAY 16TH DECEMBER FROM 9:30AM TO 11:30AM Click Here for Webinar Link Recap: What is Status Progression? Status Progression is a complete overhaul of how Business Pilot handles things […]
Update Reminder: Status Progression
Status Progression: We are delighted to announce, after seven months of continuous work and development, that we have finalised and are preparing to release ‘Status Progression’ to your system. You may have heard the name and a short description of what this work involves. Below you will find a breakdown of what it is, what […]
Important Update: Status Progression Release Scheduled
Status Progression: We are delighted to announce, after seven months of continuous work and development, that we have finalised and are preparing to release ‘Status Progression’ to your system. You may have heard the name and a short description of what this work involves. Below you will find a breakdown of what it is, what […]