Release notes: July 7, 2021

July 7, 2021

What’s New

Build and Report your Sales Pipeline

ATS Project Tracker now gives you the flexibility to set up and track your sales pipeline based on the types of products or brands you quoted. Any project you quote can be automatically added to your pipeline.

Set Up Your Pipeline

Save time managing your pipeline by updating your project customizations and choosing what opportunities or sales pipeline you want to track. Set up your pipeline by manufacturer, product category or both.

See Your Pipeline Grow

Simply update the status of your quote to quoted and see your opportunities grow within that specific project or on your dashboard.

What’s Improved & What’s Fixed

Updated Navigation

For seamless navigation on Project Tracker, you can now use the arrow keys on your keyboard to go through all your quotes on your dashboard to improve quote efficiency!

Download Formats

Resolved an issue with printing copied products on quotes in some cases.

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