We are excited to announce a new feature that expands Reusely's capabilities by integrating with GoHighLevel (GHL) through their app store.
1. New Integration with GHL
We have developed an add-on connecting Reusely directly with GHL's CRM system, now available in the GHL app store.
2. How It Works
When a lead is captured through the Reusely widget, a contact is automatically created in GHL. The system generates an opportunity within GHL, streamlining the sales process.
3. Add-on Tile Overview
Users can enable or disable the GHL integration as needed. The tile appears after successful activation, providing access to integration settings.
4. GHL Add-on Settings (Pre-Installation)
Users are required to install the Reusely app on GHL to activate the integration. A button directs users to the GHL app store for installation.
5. GHL Add-on Settings (Post-Installation)
After installing the app, users are directed back to Reusely to configure the integration by selecting:
GHL Sub Account: Choose the specific GHL sub-account to integrate.
GHL Pipeline: Select the pipeline within the chosen sub-account for effective lead management.
New Feature: Sort and Settle
The 'Sort and Settle (Phase 1)' feature introduces a new page and several functionalities to streamline bulk offer management on Reusely. This update focuses on creating, managing, and finalizing bulk offers while enhancing the customer experience through the customer portal.
1. Bulk Offer Management
A new "Bulk Offer" page facilitates the entire bulk offer workflow.
Users can create a bulk offer by clicking the "Create Bulk Offer" button. This process involves three steps: Add Item, Add Customer, and Add Payout.
The bulk offer process includes seven workflows: Quote, Pending Contracts, Signed Contracts, In-Transit, Received, Reconciled, and Complete.
Requirements:
To create a bulk offer, users must input specific data, including:
Business/School Name
Primary Contact
Email and Phone Number
Shipping Address
Expected Ship Date
Agent Contact Info
2. Send Quote:
Customers can view and download quotes via the customer portal.
The system automatically generates a shipping kit and tracking number after the customer signs the contract.
The quote is sent to the customer portal after the salesperson verifies all information in the offer details and updates the status to Pending Contracts.
Offer status automatically updates to Signed Contracts upon customer signature.
3. Receiving Inspection:
Users can update item conditions and details post-inspection, changing the status to Reconciled.
Users must edit all products within the offer before they are marked as Complete.
