Opportunity Management Enhancements

We have enhanced the visibility of active service opportunities within Fleet to better serve you. These enhancements are designed to provide you with more insights into the status of your service opportunities, ensuring timely responses and resolutions.

Key enhancements include:

• Ability to view counts of active service opportunities by stage (Accepted, Contact, Schedule, Service) to prioritize follow-ups effectively.
• View counts of stalled active service opportunities that haven't been updated in 5 business days for proactive attention.
• Filter options in the Opportunity Management page: Accepted grid by stage and stalled service opportunities for targeted follow-ups.
• Quick keyword search on the Opportunity Management page to locate specific service opportunities efficiently.
• In-app alerts for stalled service opportunities to prompt timely actions.
• Separate list views for active and completed service opportunities on the Opportunity Management page for streamlined navigation.

These improvements aim to empower you with better visibility and control over your active service opportunities, ensuring that your customers receive prompt attention and resolutions. We believe that these enhancements will enhance your overall experience with Fleet.

COMING SOON: Notifications for stalled opportunities.