Happy Holidays!
The Sales Insight team has been committed to developing new features to streamline your sales process. Here's what we've rolled out for you:
NEW! Aggregates Integration with Jonel's Access Unlimited: The first of several upcoming third-party integrations, stay tuned for more exciting releases!
NEW! Automatic Actuals Integration with Jonel's Access Unlimited: Managing the entire sales process is now even more seamless. Say goodbye to manually matching actuals to existing projects—from quoting and forecasting to tracking actuals, Sales Insight has you covered.
NEW! Autosave in Concreting Quoting: Ensure a consistent user experience with Agg and Asphalt quoting with the new autosave feature.
NEW! Time Zone Designation on the Settings - Districts Page: Keep track of time zones more efficiently with this new addition.
NEW! Quick and Easy Way to Copy a Project: Duplicate projects effortlessly for increased efficiency.
Improved Edit Project - Notes Tab: Enjoy an enhanced experience when attaching note files to your projects.
Simplified Project Initial Vol Logic: Ensure the Project Initial Volume logic reflects changes to Project Status in a more straightforward manner.
Thank you for your support throughout the year! We're thrilled about the upcoming features planned for 2024. Stay tuned for more exciting enhancements!
Best wishes during this joyous season!
Peggy
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