Greentree4 New Release 4@2
We are happy to announce the latest Greentree4 Releases ‘4@2’
1. Open Leads
The new Open Leads Badge will allow your team to view at a glance the total number of leads in your pipeline and their potential value, sorted according to what is most important, whether it is stage, value or customer.
2. Relationship Centre
Keeping track of all communication your team has with contacts relevant to your organisation is essential for an efficient sales team. With Greentree4Sales Relationship Centre you can keep recordings of emails, appointments or jobs all in one central location.
3. Contact
The contact screen now has new, improved features designed to give your team everything they need in one simple screen.
-
Google Maps has now been embedded to give you accurate directions to your client.
-
Improvements to the activity tab allows you to see relevant documents, invoices, receipts, credit notes, refunds and journals.
-
The contact screen now has new, improved features designed to give your team everything they need in one simple screen.
4. EDI – Electronic Data Interchange – New Look
EDI is now far more user-friendly and can be used for a wider range of customers.
5. Changes to Job Costing Customer Retentions
Improved functionality has been implemented into Job Costings with Customer Retentions
To read more about the Greentree Solution, including Case Studies and Testimonials from Endeavour’s Clients please visit our dedicated webpage or contact a friendly member of the team on 0800 422 272
March 13, 2015