• Team KPIs: Create teams, set goals, and track daily and monthly performance on related KPI pages.
• Totals & Trend Percentages: Track 12-month trends and total for customers or items with new health card additions.
• Email Order Details: Email or download PDF copies of customer orders with ease.
• Settings Page: Manage Goals, Lead Eligibility, Teams (new), and Business Days from a new Settings page.

New Totals and Trend Percentages

We added total and and trend percentages to health cards. This allows users to easily track a customer or item's trends for the past 12 months.

Send Order Details as an E-mail

All team members can email customers a copy of their orders. Team members can also download a PDF version of their orders.

Updated Admin Settings

Admins or Sales Managers have a new page in the CRM called Settings. Users can maintain Goals, Lead Eligibility, Teams (new), and Business Days.

Team KPIs

Admins and Sales Managers can now create and manage company teams.

Create and maintain goals for each team.

Track a team's daily and monthly KPIs.

Sales Managers and Admin can review Teams KPIs on their dashboard