The Pending Actions Dashboard is a helpful new feature that shows you which projects have missing items needed for completing a sale - allowing you to take action fast & close deals quickly!
FEATURE BENEFITS & USES:
The dashboard view automatically updates to include any project with outstanding items needed for final order submission, or to complete a sale.
Enjoy clear visibility into the status of your pre-sale pipeline, making it easy to understand which projects need your attention.
Check the Bookings Pending Actions dashboard regularly to monitor your pipeline and get more deals across the finish line!
NAVIGATING TO THE DASHBOARD:
Access the Bookings Action Dashboard by clicking on the Left Navigation > Checkmark Icon
When you click on a customer from the Pending Actions list, you’ll be directed to the Contact Page for that homeowner where you can quickly find more details about what information is missing/needed for the project (Check Fulfillment Status)