Clone IBOs

You can now create a copy of an IBO in the Planner, Forecast or IBO List view by highlighting the IBO and clicking the “Clone” button.

Calculations in Product Fields

Want to set pricing discounts? You can now create custom numeric Product Fields and set other fields to display simple calculations based on Price and your custom field.

For example, you can create a custom Product Field for “Discount Rate” and have another custom Product Field that will automatically calculate the “Discount Price” based on Price x Discount Rate.

When you are entering Products into an IBO, you can fill in the Discount Rate and the Discount Price is automatically shown.

Save Reminder

If you are editing an IBO and forget to click “Save” before leaving the page, a friendly reminder will pop up to protect against losing data.

Search by Custom Lookup

If you have set Custom Fields or Custom Lookups for IBOs, you can now search using either of these in the IBO List.