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
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.
Manage all your Trucks, Drivers, and Requests for deliveries in Handle. Drivers can be setup in Handle with the help of the CustomerTRAX Support Team. Trucks can be created from the main navigation bar or in a Delivery Request. Typically,
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
To streamline your request-approval process and eliminate unnecessary back and forth, Handle uses a status field to control where requests are at in the process. Any form (Service Request, Delivery Request, Opportunity) can be configured with custom status values to
Handle notifications can be used to Increase awareness on any changes. Notifications can be sent from any form (Opportunity, Service Request, Delivery Request) by entering the user’s name into the Notification field. Auto add user to notification: When a user creates
Identify When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and
Using email to communicate between all departments to schedule deliveries or pick ups can result in reduced response time. Often caused by data entry errors, missed emails, or the inability to allocate resources. Handle makes it simple to work