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Quick Wins for Item Groups, Invoicing & Leads.
(English image not yet available)Item Group in the Catalogue
Item groups have now been integrated into the catalogue and can be predefined there – and inserted into proposals or invoices (1).
Invoice Draft Preferred
If a user has limited invoicing rights, the primary action offered is the invoice draft (2). With full access, direct invoicing (including invoice number) is available. This aims to provide more flexibility for employees who need to create and then have the invoice reviewed. Drafts can be easily copied and deleted without concern.
Enhanced Filter for Leads
You can quickly access the new filter options for leads (3) using the keyboard shortcut "F". With "Q", you can swiftly filter only your own leads.







