Feature Update - Multiple Pipelines
Create multiple sales pipelines for each of your different types of sales flows Pipelines are a way of managing sales leads and enquiries.
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News & Updates
Latest news, updates and features
Introduction to Formitize Pest Control Solution
VIDEO: Welcome to our 45 Minute Overview of the Formitize Pest Control App We are excited to release our new 45 Minute overviews of the Formitize Pest Control Solution.
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30 Minute Virtual Walk Through Video
VIDEO: A new 30-minute virtual walk through video has been released on our youtube channel The Formitize Business Platform can be as simple or as comprehensive as you need.
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Color Coding your Pipeline Stages
Make nurturing your sales leads even easier with the ability to color code your Lead Stages.
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Managing your Resource Sub-Folders
You can now easily Manage your Resource Sub -Folders through the Resource menu in the Management Portal.
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Bulk Re-assigning (and Un-assigning) of Tasks
You can quickly and easily re-assign tasks in bulk from one user to another.
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Bulk Re-assigning (and Un-assigning) of Active Jobs
You can easily re-assign jobs in bulk from one user to another with just a few clicks.
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Quickly filter CRM Forms & Jobs by Location
A new Location filter has been added to both the Jobs and Forms section of the CRM Client Activity When you are in the CRM Client Card and viewing the Activity…
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Form Bank Uploaded Template Indicators
Easily see what Templates have been uploaded The Form Bank is providing so many of our clients with a whole range of business templates that are pre-built and ready to go.…
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