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ConstructionOnline Newsroom

Online Sales Management Enhanced with Updated Opportunities



UDA Technologies continues to advance already- powerful Sales Management tools in ConstructionOnline 2019 with the new option to assign Company Employees as “Sales Representatives” on their individual Leads & Opportunities.

With Leads & Opportunities in ConstructionOnline 2019, growing construction companies are able to create, track, and prioritize potential new projects to bolster continued success.  The ability to assign employees as Sales Reps within Leads & Opportunities drastically enhances the efficiency of Sales Management in ConstructionOnline 2019 and streamlines the visibility of related notifications, tasks, and communications.

Opportunities, the newest addition to ConstructionOnline’s Sales Management feature set, allow for the documentation of initial project details, the creation of project estimates & proposals, and the organization of pre-construction files & photos.

Additional updates released for ConstructionOnline Opportunities include:
  • New Dashboards displaying Opportunities by Count, Value, & Stage
  • Options to Filter Opportunities by Status, Source, Type, and/or Sales Rep
  • Opportunity Summary Report
  • Opportunities Overview Report

All current ConstructionOnline Plans provide access to new Sales Management features, including unlimited Leads, Opportunities, and unlimited Estimates. To learn more about managing Leads & Opportunities in ConstructionOnline 2019, check out UDA’s recent Lunch & Learn session on the topic or contact a UDA Product Specialist at 1.800.700.8321.

 

Recording Now Available: Lunch & Learn with Holly & Ian - Understanding Leads & Opportunities in ConstructionOnline

Topics: UDA ConstructionOnline