Bring On via Lead

Feature Description

For berth sales leads, you now have a Bring‑On action directly on the ribbon that lets users add the berth from the lead without jumping through extra steps. In addition, teams can create the deal straight from the lead, bypassing the usual appointment process while keeping the lead’s information intact. This streamlines conversion for Elite Marinas scenarios, reducing clicks and hand‑offs, and helps sales operate entirely within the lead until a deal record is required. The result is faster progression from enquiry to an actionable deal with better data continuity.

🔷 Important

This feature functionality is only available in version 27.1 or later of EliteMarinas. View which version you are on in the Extension Management view within Business Central.

Feature Video

Feature Screenshots

Business Uses

• Shorter sales cycle - Convert marina enquiries to deals in fewer steps, increasing responsiveness to prospective berth customers.

• Data integrity - Retain lead details seamlessly when creating the deal, reducing re‑keying and potential errors.

• Operational focus - Enable sales teams to work within one object (the lead) until a deal is needed, improving user adoption and consistency.

System/User Requirements