Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.
Today's release sees the following additions to the SalesManager, formerly known as NorthBoundary, Office App:
- If you have the ServiceTrade + SalesManager Data Exchange, you will now have the ability to create a Project Proposal for multiple deficiencies for the same Work Location.
- There is a new project proposal fillable field for Project Sell Price.
Create a Project Proposal and ServiceTrade Job for Multiple Deficiencies
If you have the ServiceTrade + SalesManager Data Exchange, you will now have the ability to create a Project Proposal for multiple deficiencies for the same Work Location.
You can also push the sold Project to ServiceTrade as a Job, and all of the deficiency information will carry over.
To learn more click the following articles:
- Creating a Project Proposal for a ServiceTrade Deficiency
- Turning a Sold Project Proposal Into a ServiceTrade Job
The video below will walk you through this new feature update
New Project Proposal Fillable Field
We added a new fillable field (tag) called Project Sell Price: <<ProjectSellPrice>>
This can be used for Project Proposals, Reports, and Service Repair Document Print.
This tag will replace the fillable field (tag) with Project Sell Price and if Price is overridden, then it will replace the field with Override Sell Price.
Note: This new field uses the same info as {{Price}} fillable field (tag) in the Proposal Section Template.