Our second Sinterklaas present is the perfect deal flow. ?? You can now create deals which are not assigned to a colleague. These deals will appear in the ‘Unassigned deals’-widget on the Lily Dashboard.
From there, any colleague can assign the deal to himself. Combine this with our strong APIs and you’ll have a perfect flow. From website or phone call, to the right colleague -> to beautiful and easy quote sending. Your customers will love you for it.