Efficient lead and multi-order management is crucial for any modern print shop. The latest system updates provide tools to streamline your sales pipeline, improve multi-order processing, and enhance overall workflow accuracy. These improvements ensure that your team can focus on high-priority tasks while minimizing errors.
Streamlined Kanban View for Leads and Contacts
The Kanban view now allows you to better manage contacts and leads:
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Separate Leads and Completed Contacts: Easily differentiate between new leads and converted contacts.
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Add Intermediate Statuses: Track contacts more granularly with custom status levels.
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Hide Leads from New Orders and Estimates: Avoid sending estimates to contacts that are still in the lead stage.
How It Works:
By enabling these features, only contacts marked as completed will appear when creating new orders or estimates. This ensures your team focuses on qualified leads and reduces the risk of sending incorrect or premature estimates.
Auto-Enable Leads Pipeline for Quick Setup
Administrators can now instantly enable the leads pipeline for new or existing sites. This feature:
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Resets all contact statuses to “Leads”
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Clears previous status lists and aligns them with the leads pipeline
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Ensures consistent workflow standards across your team
Why It Matters:
This auto-setup saves time, eliminates manual configuration, and simplifies the management of contacts and leads across multiple users.
Multi-Order Page Enhancements
For print shops handling multiple orders simultaneously, the multi-order page now offers:
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Store-Based Default Tax Rates: Different tax rates can be applied for different store locations.
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Accurate Tax Calculation: Taxes automatically adjust based on customer and store location.
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Bulk Order Processing: Multiple orders can be selected while maintaining accurate specifications for each job.
Benefits of These Updates:
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Faster multi-order processing
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Accurate tax handling across different regions
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Reduced workflow errors
Product Cloner and Fine-Tune Fixes
Improvements to the product cloner and fine-tune features include:
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Relevant Template Pricing Only: Avoid unnecessary template duplication.
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Correct Fine-Tune Field Mapping: Discounts and settings now respect the correct product fields.
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Reliable Product Management: Ensures cloned products and adjustments are accurate.
Impact on Workflow:
These fixes guarantee consistent product data and smoother lead and multi-order management, improving overall efficiency.
Conclusion
The latest updates make lead and multi-order management simpler, faster, and more reliable for print shops. By leveraging these features, your team can:
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Organize leads and completed contacts efficiently
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Set up the leads pipeline instantly
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Process multi-orders with accurate tax calculations
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Maintain consistent product and template data
These enhancements reduce errors, improve workflow efficiency, and help print shops deliver a seamless experience for both staff and customers.