Posts Taged leads-app

JASE Office Release Notes for January 2015

Accounting App

  • Added transactional tracking for credit card processing for online eCommerce shopping cart.

Accounting App - Added transactional tracking for credit card processing for online eCommerce shopping cart

Analytics App

  • Enhanced date span queries to include monthly criteria dating back 12 months on Pageviews by Day Report, Pageviews by Page Report, and Referral Sources Report.
  • Created an Analytics Dashboard to summarize the primary analytics reports.
  • Created a printable report for the primary analytics reports.

Analytics App - Created an Analytics Dashboard to summarize the primary analytics reports

CMS App

  • Added TeamAdmin entry requirement on deleting events.

Leads App

  • Created a method to mark a lead as contacted.
  • Created a method to add a follow-up reminder to a lead.
  • Created a printable report for the primary leads reports.

Leads App - Created a method to add a follow-up reminder to a lead

Team App

  • Created an administration screen to control feature panels’ order on dashboard.
  • Added additional team account information fields in profile: spouse’s name, facsimile, street address, city, state, postal code.
  • Added TeamAdmin or TeamEditor entry requirement to view an account’s password.
  • Added TeamAdmin or TeamEditor entry requirement to add a new account to the team.
  • Created an automated check for 90 expiration of account info; force account holder to verify & update account information.
  • Added required fields check in account modification screen.

Team App - Created an administration screen to control feature panels' order on dashboard

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    JASE Office Leads App – Lead Tracking Designed To Grow Your Business

    JASE Office Leads App

     

    Our Leads app is designed to be the start-to-finish management solution that your business needs. With each lead entered into the Leads app, either automatically or manually, you can rank the importance of the lead based off several key factors, ensuring that hot leads receive the right information and attention that they need. There is a built in communications portal that allows for centrally located communications between the sales team and the sales manager. Setting goals for your sales team has never been easier. With our app you can set team goals like contact time, sales conversions, etc. Or, you can set private goals for a sales team member.

    For more information and to sign up, visit: jaseoffice.com/jase-office-apps/leads/

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