After seven months of continuous work and development
‘Status Progression’ has been released.
WE WILL BE HOLDING AN
‘INTROCUCTION TO STATUS PROGRESSION’
WEDNESDAY 16TH DECEMBER FROM 9:30AM TO 11:30AM
Recap: What is Status Progression?
Status Progression is a complete overhaul of how Business Pilot handles things like follow ups and ‘mark as sold’ etc. It covers the progress of a lead or contract along its entire journey with you. It is so powerful that it goes way beyond this and in time we want to share with you all of the additional ways you can now manage the whole process of a contract, from initial enquiry to completion.
We believe this tool is incredibly powerful and the more time invested into the statuses and progressions that work perfect for your own way of doing things, the larger the benefit and enhancement your Business Pilot system will see.
We’ve always had Statuses within the CRM, these have been Live/Sold/Lost Leads, Live/Completed Contracts. There has always been the ability to see where an individual Lead or Contract is via Quoted Fields, Demos Booked, Marked as Sold, Survey Appointed etc but much of this needed to be reviewed manually or via export. All of this will now be visible via Status Progression where you can also attribute a greater level of detail for specific Job/Product types.
We hope to see you all in our webinar on Wednesday were will run through the new features and run through Pipelines, Statuses and Actions.
Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.