SalesView by Supportworks

We've updated the calendar.

Updates for SalesView 2.1.0

We have added a day view for the calendar to allow you to readily see how your day is laid out.

This update includes new EPN libraries.

Updated the appointment and project screen to add additional information.

This version of SalesView includes many new features and enhancements.

At the launch of the app, toggle into a brand new single-month calendar view.

Stay up to date with best practices by opening the new resources section in the menu to read documents, listen to audio clips, or watch video content developed to share best practices.

Open Notifications, found in the navigation bar, to see alerts relating to appointments, as well as network messages sent from the team at Supportworks.

From the menu, clear cached data to free up space on your device.

There were also several styling changes and other incremental enhancements that were added in this version.

We have made some changes for EPN and some minor styling updates.

We have added feedback to the dashboard so that you can see any new feedback received.

We've updated handling of ePN accounts when using the account default and manual entry.

We've updated payments, handling of special characters from the CRM, and some behind the scenes map updates.

We've added more information to the screens including balance due on projects, markets for appointments, assigned reps, and we've fixed some bugs.

To get access to new features first, join the SalesView BETA. For more information on how to join the BETA, navigate to the SalesView app page on The Hub.

What’s new?

Added Customer Information to Call Outcome Screen
Based on feedback from SalesView users, oftentimes reps were navigating back into SalesView while talking with customers on the phone. When opening SalesView back up, you would see the Call Outcome screen that you would need to close out of if you wanted to see important customer information like name, address, and appointment time.

In this release, we have added that information right into the Call Outcome screen so you can quickly get the information you need to communicate with your customers.

‘Copy’ Prospect ID and Address
In SalesView, you can now hold down on the prospect id or address in the customer screen to copy it to your phone’s clipboard. This feature was built in so that you can easily gather the information and share it into your company’s communication channels like Slack, Teams, or email.

Photos List View
When navigating to the photos section within a customer’s attachments, there is now an additional view. With the new list view, you’ll benefit from better seeing photo titles and the rep who took the photos.

What’s improved?

Styling Tweaks & Fixes
The team has continued to dial in different styling and tweaks that have been recognized by users.

Payment Functionality
Addressed bugs that were found when collecting credit card payments with PayNet.

What’s coming next?

Add File Feature
We are working on a feature that will allow you to add files to your customers appointments. This will be especially helpful when you receive a signed pdf proposal after the appointment ends. Now you can add pdfs and other files directly to the appointment or prospect.

To get access to new features first, join the SalesView BETA. For more information on how to join the BETA, navigate to the SalesView app page on The Hub.

Fix for feedback forms and styling modifications.

Updated listing.

Updated filters and fix for assigning prospects to tasks.

We've made some styling adjustments and improved the Company Calendar.