Meet the Help Center - Your Instant Support Sidekick! Released: March 18, 2025
Customise Opportunity Preferences to Keep Your Electrification Projects on Track!
Released: March 20, 2025
No more rigid settings or missed opportunities -just tailored preferences to help you close deals faster.
What's it got:
-
-
Save Time: Adjust settings instantly without leaving an opportunity.
-
Close More Deals: Tailor lead times and incentives to win over specific customers.
-
Stay Flexible: Fine-tune each opportunity while keeping your default preferences intact.
-
One Simple Way to Edit Preferences
Customising an opportunity preferences is a breeze:-
-
Click the Opportunity Preferences button in the top-right corner of your screen.
-
-
-
In the popup, set your Residential Project Lead Time and Business Project Lead Time.
Add or tweak Incentives with the "Add Option" button for this opportunity only.
-
Click Close to save.
-
This feature empowers you to adapt each opportunity to your needs, ensuring every project aligns with your strategy. Whether it’s adjusting lead times for a tight deadline or adding specific incentives, you’ve got the control to make it work.
The feature is live now for all users!
Got feedback? We're all ears.