CRM

CRM: EMPPLAN Smart Lead Manager Now Available

Change log, CRM

CRM: Geofencing: Users within a geolocated boundary can claim assigned leads

Change log, CRM

Reporting Management: IDNow Integration Now Available

Change log, CRM

CRM: Map View: Now load any KML layers onto your map

Change log, CRM, EMPPLAN APP

Building Import: State is no longer a required field

Change log, CRM

CRM: Activity Feed

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EMPPLAN Imports: Additional Data Fields Are Now Even Easier to Access

Change log, CRM, Locations, Products

How can you import or update CRM data (leads, customers) in EMPPLAN? [CRM Import]

CRM, FAQ

Admin, CRM, Customers, FAQ, Import

CRM Import optimized

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Report Management: New Report Type: CRM

Change log, CRM

CRM: Telephony and SMS Gateway via Sipgate Is Now Available

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CRM: Map View: Street Selection Available

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CRM Import: Country Is No Longer a Required Field

Change log, CRM

CRM: Optimizing Geofencing

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KPI Dashboard: Activity Card for CRM Leads

Change log, CRM

CRM import: Existing customers can now be imported

Change log, CRM

Door-2-Door: Leadnodes interface now available

Change log, CRM, EMMPLAN IO API

CRM: Many data fields can now be edited directly in the CRM table

Change log, CRM

Appointment calendar for Door-2-Door processes

Change log, CRM, EMPPLAN APP

KPI dashboard: Door-2-Door processes can now be evaluated individually

Change log, CRM

CRM: Door-2-Door features can now also be used in offline mode

Change log, CRM

CRM: Map view optimized: Starting point can be set as desired

Change log, CRM

CRM: Lead assignment filter: You can search for leads to which no employee is assigned

Change log, CRM

CRM: When adding new entries, the number of residential units is checked

Change log, CRM, EMPPLAN APP

CRM: Transactions and the associated events can be automatically set to reporting accepted

Change log, CRM

CRM: Lead status and colors are now customizable

Change log, CRM

Breaking change, Feature

CRM: Lead status can be changed directly from the list

Change log, CRM, EMPPLAN APP