Managing contacts, leads, and multiple orders can be complex. The latest leads and multi-order workflow updates simplify these processes, helping your team track leads more effectively, maintain accurate records, and handle multiple orders efficiently. In this blog, we’ll walk through all the recent enhancements and best practices to get the most out of your workflow.
Improve Your Leads Pipeline
The leads and multi-order workflow update separates contacts and leads into dedicated pages for better organization. This ensures your sales team can focus on the right prospects without mixing them with completed contacts.
Key Enhancements:
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Leads now display only contacts that are not completed.
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Adding a new contact from the Contacts page automatically marks it as completed.
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Adding a new lead from the Leads page applies a default lead status.
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The Kanban view provides a visual overview of leads and contacts, improving clarity and tracking.
Benefits:
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Easily distinguish new leads from completed contacts.
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Quickly update statuses without confusion.
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Enhance collaboration across the sales team.
Accurate Comments Across Orders
Previously, comments appended to orders were not updating correctly during reorders. This has been fixed in the latest update.
How It Works:
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Comments now append accurately as additional information for contacts and orders.
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Ensures your leads and multi-order workflow records remain consistent and up-to-date.
Benefits:
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Maintain clear communication across orders.
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Prevent workflow errors caused by outdated information.
Multi-Order Workflow with Four Over
The Four Over feature now allows you to process multiple orders simultaneously while keeping each product’s specifications intact.
How Multi-Order Workflow Works:
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Select multiple orders for purchase.
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Choose shipping preferences for each job.
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Upload artwork individually for each product.
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Submit all selected jobs as a single order containing multiple jobs.
Benefits:
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Streamlines handling of multiple orders.
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Keeps specifications and artwork unique for each product.
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Saves time and reduces errors during high-volume order processing.
Best Practices for Leads and Multi-Order Workflow
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Always verify default lead statuses before creating new leads.
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Use the Kanban view to track progress and update contacts efficiently.
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Upload correct artwork and specifications for each multi-order job.
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Regularly review and update comments to keep additional information accurate.
Conclusion
The updated leads and multi-order workflow makes managing your sales pipeline and multiple orders more efficient than ever. By leveraging these updates, your team can track leads effectively, maintain accurate records, and process high-volume orders with ease. Streamline your workflow today and minimize errors across every step of your order management process.