What’s New?
Connectly now has the following new updates:
- There is a dedicated Payments tab within Opportunities.
- You are now able to send estimates and invoices directly from an opportunity.
- You can access related invoices, estimates, and transactions for an opportunity within the same section.
- The feature to redirect to an estimate/invoice page with contact details pre-filled is available, and once sent, you’ll be redirected back to the Opportunity.
How to Use?
The workings are quite straightforward:
- To begin, go to ‘Opportunity’, open a specific opportunity, and then navigate to the ‘Payments Tab’.
- Click on ‘Actions’, then select ‘Create Estimate/Invoice’. You will be redirected to the Invoice or Estimate page with the contact details already filled in.
- Once you click on ‘send’, you will be redirected back to the same opportunity.
- Once redirected back to the opportunity, you’ll have the ability to view all types of transactions. Moreover, you can filter the type to be an invoice, which then enables access the redirection button to view all invoices.
Why Did We Build This?
We implemented these changes for the following reasons:
- Our aim is to complete the journey from sale to payment collected seamlessly within an opportunity.
- This will allow users to easily navigate payments while they are tracking an opportunity.
What’s Planned Next on This Front?
We are planning the following future updates:
- Ability to automatically update opportunity value with invoice value.
- Options to attach opportunity within invoices.