Nieuw in Profit 11

CRM

Doing great business with your customers!


Import forecasts

You can now import forecasts via CRM / Import CRM / Forecast (do not forget to authorise this function)

This function applies to both the import of new forecasts and the change import of existing forecasts. You can, for example, change the person responsible for the forecast in relation to the change import of existing forecasts (based on the sales contact and the forecast sequence number). This is useful when someone leaves the company and you want to allocate a new responsible person to a number of forecasts.


New icons for workflow actions

Cool, new icons have been added for buttons in workflows in the workflow editor.