Category Archives: Pod 3

Sales Simplicity Version 22

Version 22 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/14/2021. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

You can view full details in the release notes below, but highlights include:

  • Ability to modify the FLI for attachment groups, attachment types, and adjustment types
  • Ability to load a PDF as a master report (No merge field support)
  • Limit of 4 contract packages has been removed, now you can have as many as you need
  • Web topo can now display a sold lot that is contingent as available
  • Subdivision setting to display prices to the pennies instead of rounding
  • Ability to set a builder default set of topo icons to enable mass updating
  • Users can now tell if a customer has opted out of email communication via an unsubscribe link or if it was toggled by the agent
  • When viewing sent eblasts you can click the subject and see what template was sent for that email
  • Ability for users to create custom search lists in the Control Center
  • A user can now copy option selections from one spec home to another
  • Stages of construction tab UI has been modified to increase usability
  • Stages of escrow can be flagged as “job specific” so they are able to be tracked on a spec home instead of just on a sold lot

Click Here to read the full release notes for version 22.0

Have any questions? Feel free to contact us at support@salessimplicity.com.

**Update** Sales Simplicity Version 21

Due to some complications with back-end services, the team has decided to postpone the V21 release until next week, 2/1/2021. Thank you for you patience.

Version 21 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 2/1/2021. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update largely focuses on bringing new features to Sales Simplicity including:

  • 2 new web topo parameters to hide sold lots and hide total price for sold lots
  • Allowing multiple tasks to be completed at once in the control center
  • Expanded text editing tools in the Customer Marketing email creator
  • The ability to group sales agents into “teams”, which will allow those users to access each other’s customers without giving them blanket permission to “View other users’ customers”
  • A new quote system which allows users to lock selected option pricing for prospects/leads for a set number of days, allowing you to honor pricing presented to a customer.
  • The ability to modify the “from” email address for Eblasts
  • The ability to schedule the date/time an eblast is to be sent
  • The ability to mark an email task to be automatically completed on it’s due date

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Update to Sales Simplicity Version 20.1

Version 20.1 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/30/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update is a service pack to version 20.0 that addresses a number of bugs that are detailed in the release notes below.

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.0

Version 20.0 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 6/09/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

Some key notes about this update:

  • Password Requirements have changed to help ensure account and data security. Upon your first login after the 20.0 update, you will be prompted to change your password to fulfill the following requirements:
    • 8 Character Minimum
    • One upper case letter, one lower case letter, and one number required
    • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
    • Case sensitivity will always be enforced.

If you would like to avoid users needing to update their passwords after the update please have them update their passwords to meet the above criteria.

  • The Forgot Password process has been updated to require username and email address to receive the “Reset Password” email.
  • Improved loading times on Follow Up>To-Do Suite
  • Sign on Another Device for DocuSign has been improved to prevent blank popups
  • Various system updates and bug fixes

Click Here to read the full release notes for version 20.0.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Office Closure in Observance of Veteran’s Day (Monday 11/11)

The Sales Simplicity office will be closed Monday, November 11, 2019, in observance of Veteran’s Day. We will resume our regular support hours of 6:00 AM to 6:00 PM Mountain time on Tuesday, November 12, 2019. If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times, please use the Emergency After Hours Number. 

**UPDATE** **RESOLVED** Known Issue: Garage Orientation on Spec Homes

**UPDATE** On 9/24 a fix was pushed to resolve this issue. If you continue to see issues please contact support.

We are currently aware of an issue where the selected garage orientation for a spec home is not always pulling through correctly to the customer record.

Our development team is aware of the issue and researching a fix.

In mean time, if you need to take a customer to contract, you can work around this issue by going to subdivision>lots changing the selected garage orientation to blank, then on the customer record you will be able to select the garage orientation and go to contract.

We will update this post as we have more information.

Version 19.01 Release

The newest release version of Sales Simplicity, Version 19.01, will be released to your environment beginning at 9pm Pacific on Tuesday, September 17th, 2019.  This update is expected to take up to 4 hours.  Please ensure your work is saved by this point, as you will be logged out of the system when the release begins.

Updates and Fixes in the release:

  • Remove task button fixed
  • “Send All” for sending multiple email tasks
  • Address labels for letter tasks
  • Various fixes to individual demographics
  • Adding Realtor no longer requires “Can edit loan officer Data”
  • Spec Home Attachments
  • Additional fixes can be viewed in the full release notes. Access Version 19.0.1 Release Notes Here

If you have any questions or concerns please contact account@salessimplicity.com 

Office Closure in Observance of Labor Day (Monday 9/2)

The Sales Simplicity office will be closed Monday, September 2, 2019, in observance of Labor Day. We will resume our regular hours of 8:00 AM to 5:00 PM on Tuesday, September 3, 2019. If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times, please use the Emergency After Hours Number.

Office Closure in Observance of Labor Day (Monday 9/2)

The Sales Simplicity office will be closed Monday, September 2, 2019, in observance of Labor Day. We will resume our regular hours of 8:00 AM to 5:00 PM on Tuesday, September 3, 2019. If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times, please use the Emergency After Hours Number.

FTP service switched to new IP Address

As of 7/30/2019 ftp.salessimplicity.net now points at the new IP address of 104.42.221.152

Most builders should see no issue with the changeover and should be able to login as normal.

If you *do* experience an issue with the new IP address, please reach out to support@salessimplicity.net and we will get you fixed up. 🙂