Feature Description
Enables brokers to create boat sales directly from a lead or appointment record, bypassing multiple manual steps and streamlining the sales process. This reduces administrative overhead, shortens the sales cycle, and improves tracking of lead-to-sale conversions. The feature mirrors the create deal process in CRM, making it intuitive and efficient for users.
🔷 ImportantThis feature functionality is only available in version 2.0 or later of EliteBrokers.
Feature Screenshots
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Business Uses
Shorten the sales cycle by enabling one-click sale creation.
Reduce administrative burden for brokers.
Improve tracking of lead-to-sale conversion rates.
System/User Requirements
Requirement | Description |
|---|---|
EliteBrokers Premium Licence | This feature requires you to have a EliteBrokers Premium licence assigned. |
PowerApps Per App Plan | This feature requires you to have a Microsoft PowerApps Per App Plan assigned. |