Web Connect provides a way to view Opportunities, Tasks and Sales Calls in a convenient calendar view. You can filter the view and even drag and drop events to other dates on the calendar making it simple to manage business-related events as schedules change. You […]
In Web Connect, you can now see your opportunities (created in either Web Connect or P21–both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the […]
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 […]
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 […]
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 […]
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 […]
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: […]
Join us for our April webinar! To attend, visit the P21 User Group site and log in with your user group credentials Date: Tuesday, April 8, 2014 Time: 2:00 PM – 3:00 PM EDT Organizations are tackling a variety of challenging problems today when it comes […]
Web Connect has experienced significant growth over the past few years and we now have hundreds and hundreds of users doing more with P21 by using Web Connect, As a result, recently we have: Added even more development resources Added numerous features to an already-rich […]
The most recent Web Connect release includes: Expanded mobile device views Communications Timelines Enhanced dashboards New customer features