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Sales Journey Updates: New features and improvements

October 16, 2024

Improvements in editable pricing conditions

Now, when creating a pricing condition with editing permission, you can set whether the value will be filled with the registered minimum or maximum amount. Additionally, we have implemented the mandatory verification setting for the editable value, ensuring greater accuracy and security in sales orders.

Combos in the customer portal

We have simplified the customer experience in the portal by offering product combos, making it easier to view and select item packages with a single click.

Extensions menu – WhatsApp button

We’ve made communication with your customers easier! Now, you can add a WhatsApp contact button directly to your website. With this new feature, every contact made through this channel automatically becomes a lead, making management faster and more efficient.

Price map in the report

We’ve included price map information in the report, providing a clearer and more visual overview of the prices practiced by category, assisting in sales analysis and strategy.

Additional customer data in sales orders

From now on, you will be able to view additional customer data directly in the sales order, bringing more context and useful information during the business closing process.

Permission to download listings

We are offering more security and control by adding a new user permission to allow or disallow the downloading of product and customer listings directly from the platform.

Two types of reports: Complete and compact

To better meet your needs, we have created two types of reports: a complete report with all transaction details and a compact report for a more simplified and objective view.

These updates have been carefully designed to optimize your routine and provide an even more efficient sales experience with Sales Journey. Make the most of the new features that facilitate lead management, customer communication, and information organization. Access the platform now and discover how these improvements can transform your sales process!

If you have any questions, don’t hesitate to visit our Help Center here you will find a variety of useful information and answers to your inquiries!

Mariana Bacci

Product Owner - Sales Journey

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