Creating Delivery Requests through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs. [post-content id=2111 show_title=false] Search Examples Create saved searches for your drivers and what has been scheduled for them. …
Creating a Service Request
Creating a Service Request is similar to creating other activities in Handle (Creating a new Activity). Service Requests can be created from the main navigation bar, an account, or in other activities, such as an Opportunity. The Service Request default form is shown below. It contains a number of standard fields and groups to link information with minimal data entry …
Creating a Delivery/Pickup
Creating a Delivery Request is similar to creating other activities in Handle (Creating a new Activity). Delivery Requests can be created from the main navigation bar, an account, or in other activities, such as an Opportunity. It is important to note that every request has a “Status.” The status field indicates where it is at in the process. …
Analyze and Predict Delivery Capacity
In the process of selling and trading anything stuff needs to be moved, internally and externally. Certain items require special equipment to move them and there are always special requests with each pickup and delivery. Keeping track of all this critical information and making sure the job get done done on time as efficiently as possible can be difficult. Handle …
Account Scorecard
Account Scorecard is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Plan). Account Scorecard provides a methodology for assessing where you are at and areas to improve with a customer. Create Account Scorecard Creating a new Account Scorecard is similar to creating other activities in Handle (Creating a new Activity). Account Scorecards can …
Account Scorecard Reporting
Creating account scorecards through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs. [post-content id=2111 show_title=false] Search Examples Create saved searches for Accounts with specific Whole Goods Rank, or search all …
Account Plan
Account Plan is used as a part of Account Profiling (Accounts Organizational and Purchasing Profile, Partners, and Account Scorecard). The Account Plan provides a template to assess and setup next steps. Create Account Plan Creating a new Account Plan is similar to creating other activities in Handle (Creating a new Activity). Account Plans can be created from the main navigation …
Account Plan Reporting
Creating account plans through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs. [post-content id=2111 show_title=false] Search Examples Create saved searches for closed plans that did not met success criteria and/or …
Creating Quotes (Mobile)
Create JDQuote from Mobile App Add ‘New’ JDQuote From JDQuote group Anywhere there is an action menu (triple dots) On the JDQuote form Enter quote name. Everything else has smart defaults. Link in Account Equipment and Inventory (or if created from an Opportunity with items linked, they will copy over automatically) Click Create – Once created, a popup window will …
JDQuote Enhancements
The JDQuote Integration in Handle has many new improvements: Select EQUIP CKC We previously added the ability to pick the CKC id’s from other quotes that are linked to accounts, in addition, we’ve now added any CKC id’s listed in the business system contact records. (CKC integration to JDQuote) Quote opens in new tab rather than new window When creating …