What’s New In WeOpportunity
What’s New in WeOpportunity – Release: 4.9.3.3251-A
New Features:
1. Auto Formatting of Phone, Fax, Cell numbers for new Contact information
2. Opportunity Information Screen – New Field Added: Proposal Due Date
3. New Easy to Read Email Template Format for Auto-generated Emails from Lead Center, Lead Management & for Shared Users
4. Products & Services Adds/Deletes Auto-Refresh
5. Products & Services Listing Includes Information Grid
6. Auto-generated Email to Shared Owners
7. Dashboard: Icon for Shared Owners & Shared Owners Listed for Each Opportunity
8. Shared Owners Column on URG for Each Lead/Opportunity
Changes & Updates:
1. Lead Center & Lead Management: Existing Lead tab moved to within Begin New or Find Existing Opportunity
2. Opportunity Info Screen: Estimated Date Changed to Installation Date:
3. Opportunity Info Screen: Progress Bar Graphic Removed and Progress Points Only Show
4. System Configuration – Data List Active Column Added Contact Type
5. Contact Types Now Active: Contact Tab; New Contact; Contact within Opportunity
6. Special Characters Accepted for Searches
7. Automatic Refresh Included Products & Services; Shared Owners
8. My Settings moved to Log Out drop down upper right corner of screen
9. Search from Lead Management fixed