Currently browsing: Opportunities

Web Connect Release

Features and Enhancements for the latest release of Web Connect Sales Process: Leads Tracking and Management The new Leads Tracking and Management feature provides a way for sales staff to create a “potential” Prospect without possibly prematurely creating a P21 Prospect. Users can quickly add a […]

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 […]

Zip Radius Mapping and other Web Connect Features

Over the past several months we have released a number of new features and enhancements including: Ship-To Listing Contract Order Forms Extended Order Details Quick Quotes Enhanced Customer Details New visual indicators such as backorders, specials and directs for Order Listings New User Permissions relating […]

P21 User Group Webinar Recording: Remote Sales Ordering and Sales Rep Mobility

We presented an April webinar to the P21 Worldwide User Group. If you don’t already belong to the user group, you should consider joining. It’s a great P21 resource with lots of smart folks that can collaborate with you on your P21 questions and issues. Note: […]