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Opportunity Pipeline

A sales pipeline describes an approach to selling, typically based on an underlying sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a sales opportunity followed through the […]

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Calendar Feature

The Calendar in Web Connect is a great way to see tasks, opportunities and more, at a glance in one convenient view. Clicking or touching on items in the calendar pops up the item summary and from there another click/touch drills into a complete detail view. The data lives natively […]

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Web Connect Latest Features

June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date or Next Step Date. Created […]

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Latest Remote Ordering/VMI Walk-through now on our YouTube Channel

Visit our YouTube Channel to view our most recent Remote Ordering/VMI demo. Web Connect provides a number of mobile remote ordering capabilities designed to meet a wide variety of business requirements. Our order entry tools include features for both your employees and also your customers in a consistent format that […]

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Coming Soon to Web Connect: New Dynamic Data Grids

We are excited to announce that dynamic data grids will be a part of Web Connect during our summer release! In addition to being able to define and customize your own data source for the grids, the grids will have many spreadsheet-like operations including: built-in filter controls and filter templates multi-column […]

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