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Quick Wins for Item Groups, Invoice Creation & Leads
English image not yet available...Item Group in the Catalog
Item groups have now been integrated into the catalog and can be predefined there – and inserted into proposals or invoices (1).
Invoice Draft Preferred
If a user has limited invoicing rights, the primary action offered is the invoice draft (2). With full access, direct invoice creation (including invoice number) is available. This is intended to provide more non-commitment for employees who need to create the invoice and have it checked first. Because drafts can be copied and deleted without a second thought.
Enhanced Filter for Leads
The new filter option for leads (3) can be quickly accessed via the keyboard shortcut "F". With "Q", you can swiftly filter only your own leads.
