the Knowledge Xfer, Issue 98: Sending Sales Orders Automatically
- Brendan Sweeney
  Hey Brendan, What do you think of the new release? Drop us a line to let us know! If you haven’t had a chance yet, check out the release notes to see everything that’s new. Last week’s Knowledge Xfer showed off the improvements we’ve made to the Report Visualizations, so hopefully you’ve had a chance to dabble in your data! If not, you can still find it here. This week we’re continuing to highlight what’s new by focusing on a new automated feature: Auto-Sending the Sales Order after a Case.
As a sales rep or distributor, time can get tight when you’re running from case to case, making sure your inventory is ready, and managing the provider relationship. We get it, sometimes things get missed, or at the very least have to wait until later. Well, now you can take one more thing off your plate with ConnectSx. With our new feature enabled, the Sales Order can automatically be sent to the facility contact as soon as the Case has been submitted for billing. Phew! Glad that’s taken care of. To find out more, check out our Knowledge Base. Remember that this feature must be enabled by the Organization Admins, so reach out to your Admins if you’re interested in this feature.
All the best, Customer Success To see all of our past Knowledge Xfer issues, check out the Knowledge Xfer archive! |