Included in this maintenance release are the following improvements and bug fixes:
IMPROVED FUNCTIONALITY: CUSTOMER LEADS FLAGGED IN THE SALES WORKFLOW PROCESS
We have added new functionality to the sales workflow in HeroTill: the ability to flag sales leads that requires a response to a customer e-mail. This exciting update will improve visibility on leads and turnaround time for clients
Simply put this means leads that have a response from a customer that requires a response from an agent, will be more visible across ALL the menu items in the sales workflow
• Unattended leads (customers have replied to and need action) will be displayed in RED
• Leads that have been attended to and require action from the agents, to be displayed in BLACK
• The flagging system applies to all menus in the workflow process
IMPROVEMENTS
• Added routines that when a master account is set to bill all to master and the master account is suspended, the sub accounts also get suspended. When a master account that is set to bill all to master and is unsuspended, all its sub accounts will also be unsuspended
• Added code in the backend to ensure that auto allocation does not assign a receipt to a deleted customer
• Improved code in the backend to improve the loading speed of invoices generated during the recurring billing run
• Improved the customer portal and mobile app to only display HeroTel network values when a speedtest is done
• Amount Due value of the Suspensions Module has been modified while Debtors is enabled. Amount Due value calculation now uses information from Debtors for more accuracy
• Improved the calculation of days overdue and total billing on the suspensions module (Debtors enabled)
FIXES
• Fixed an issue in the auto matching process where receipts got marked as reviewed
• Fixed an error where the Total Billed value incorrectly displayed all documents as negative
• Fixed all the counters in the sales workflow to display correctly
NEW FEATURE: INCREASED VISIBILITY ON ALL LEAD ITEMS IN THE SALES WORKFLOW
We have added new functionality to the sales workflow in HeroTill: the ability to flag sales leads that requires a response to a customer e-mail. This exciting update will improve visibility on leads and turnaround time for clients.
Simply put this means leads that have a response from a customer that require action from an agent, will be more clearly visible across ALL the menu items in the sales workflow.
The flagging system applies to all menus in the workflow process
- Unattended leads (customers have replied to and need action) will be displayed in RED
- Leads that have been attended to and require action from the agents, to be displayed in BLACK
Let’s have a look:
No lead activity |
There are leads that need attention |
But how does this work? Let’s look at an example:
In this screenshot, we can see that Lead number 14016 is flagged in RED. This is because the client has responded to the mail sent by the agent.
In this screenshot we can see that the lead appears in BLACK. This is because the agent has contacted/followed up with the client.
In summary, it is now easier for sales agents to see when a lead needs responding to. This functionality will be the same in the workflow process:
- All unattended leads will now be marked in RED.
- Only after it has been responded to, will it revert to displaying in black.
And that is it! If you have any queries, suggestions or feedback, please contact support@herotill.com