November 2021 CLEO Release Cliff Notes

CLEO – November 2021 Release Cliff Notes

Feature/Enhancements:

• Reports
  
  
  
  • O2R Lead Nurture (Franchise) Lead Nurture CRM Grid- Round 1 Work
    
    
    
    • Current “revenue” will be relabeled to “Annualized Revenue” and would only include recurring cleans.
    
    
    • Additional column will be added called “Actual Revenue” that would include occasional cleans as well as recurring cleans that have been posted.
    
    
    • Customer column will be updated to create a hyperlink directly to the customer screen.
    
    
    
    
  
  
  
  

• Reports
  
  
  
  • Dynamic Group Report
    
    
    
    • Allow offices to export a list of customers included in specific dynamic groups to be able to use in other back marketing activities
    
    
    
    
  
  
  
  


• Report
  
  
  
  • Invoice Report
    
    
    
    • Customer address.  custome rname would be FirstName LastName rather than LastName, FirstName.
    
    
    
    
  
  
  
  

• Customer/Lead Screen
  
  
  
  • 
    
    
    
    • 
      
      
      
      • Show Primary Lead Source and Secondary Source.
      
      
      
      
    
    
    
    
  
  
  
  

• Customer Screen
  
  
  
  • Audio Attachments
    
    
    
    • Ability to save audio attachments and play them from within CLEO. Would also need a new attachment type called “Audio”.
    
    
    
    
  
  
  
  

• Workflows
  
  
  
  • O2R Tweaks-Round 1
    
    
    
    • Name changed from Customer Value Report to O2R Customer Value Report
    
    
    • Default date range will be set to 13 weeks
    
    
    • Add customer number to the report
    
    
    • Show customer with first clean date before the occasional date
    
    
    • First recurring will display the first recurring job that happens on or after the occasional
    
    
    • Hyperlink customer name to their customer account
    
    
    
    
  
  
  
  

• Workflows
  
  
  
  • Lead Automation- Auto Dead & Auto Start
    
    
    
    • Optional workflow that would auto dead lead if they have “ready for dead” next action associated with auto pursuing or auto unclosed. This would be automatically done nightly.
    
    
    • Allow offices to Auto Start workflows for leads after a certain amount of days.
    
    
    • opt in/opt out option for O2R processing in UDV Leads tab for the part related to flipping from customer to lead.
    
    
    
    
  
  
  
  

• Workflows
  
  
  
  • Messaging- Cleaning Address Tag
    
    
    
    • Tag would populate the address of the clean for next clean notifications.
    
    
    
    
  
  
  
  

Bug Fixes:

• Route Schedule-Home Page
  
  
  
  • Correct issue where If you click on the logo in the upper left it will open duplicate tabs for whatever your home page is set to.
  
  
  
  


• Customer Screen- Route Schedule
  
  
  
  • Correct issue of name disappearing from search
  
  
  
  


• Financial Screens
  
  
  
  • CC Processing- Time Out Tokenizing – Part 2
    
    
    
    • Fix issue where first time an office tries tokenizing a CC it times out but works the second time trying.
    
    
    
    
  
  
  • Financial Screens- Route Activity/Customer Balance/Coupon Screen/Estimator App
    
    
    
    • Correct issue where inactive lead sources from coupon source field to be hidden.
    
    
    
    
  
  
  • Workflow-communications-Templates/Two Way Texting- Two Issues
    
    
    
    • Correct issue where first text message to a person for the first time shows as an alert and overlapping issue with the calendar and chat screen.
    
    
    
    
  
  
  • Calendar-Moving a estimate availabilty task
    
    
    
    • Correct the issue where moving an estimate availability task to a different date and time does not reset the availability.
    
    
    
    
  
  
  • Lead Screen- New Employee with Estimator role
    
    
    
    • Correct issue where a new employee with estimator role shows as estimator on all existing leads.