Unlocking Opportunities: Get Ready for the Game-Changing Updates on Our Dashboard

9/30/2023: New updates for our "Opportunities" dashboard!

Exciting Dashboard Enhancement: Opportunity Date Filter Now Live!

We're thrilled to announce a powerful new feature that will take your sales wins reporting to the next level.

Introducing the opportunity date filter! Now you can customize how you calculate your opportunity wins values based on when the opportunity was closed or when it was created. This means you have more flexibility in analyzing and presenting your sales data.

With this awesome enhancement, you can fine-tune your reporting to align with your business needs and gain deeper insights into your sales performance. Whether you prefer to focus on closed opportunities or want to track wins from the moment an opportunity is created, the choice is yours!

Stay ahead of the game and make data-driven decisions by leveraging this new feature in our dashboard. Start exploring the opportunity date filter today and unlock the full potential of your sales reporting.

Upgrade your sales strategy now and experience the power of customization with our enhanced opportunity date filter!



08/26/2023: You Can Now Add Custom File Fields on Opportunities!

The latest update allows you to add custom file fields on opportunities. Now you can easily upload and associate various file types such as PDF, DOCX/DOC (Microsoft Word documents), JPG/JPEG (Image files), PNG (Image files), GIF (Image files), XLS/CSV (Microsoft Excel spreadsheets / Comma-separated values) with your opportunities.

This new feature will definitely enhance your workflow and make managing opportunities more convenient.

We Did A Quick Update on Opportunity Lost Reasons!

There have been some recent updates regarding the new opportunity lost reasons.

The modal over modal feature has been removed, making it easier to create new lost reasons. Now, you can simply click on the create button at the bottom of the dropdown to create a new lost reason. Some UI fixes have also been implemented for the assign lost reason modal when dragging the opportunity to lost. The width of the assign lost reason modal has been updated, and the text in the modal no longer uses camel casing.

Additionally, the modal footer in the assign lost reason now occupies 100% width. It’s worth noting that the lost reason will also be accessible from the contacts page.

There Has Also Been A Task Date Bug Fix & Localization on Opportunities!

The task date list bug fix is done and localization has been launched for pipeline settings and the companies page.

The team has been doing an awesome job with the recent tasks!

08/04/2023: Ready to enhance your productivity and efficiency?!

We are thrilled to announce the launch of our new opportunity modal update!

With this exciting enhancement, you can now seamlessly add opportunities with custom fields directly from the contact detail screen or the contacts list view. This major improvement not only simplifies the process of adding opportunities but also unifies the entire experience throughout our system.

Our dedicated team has worked diligently to deliver this remarkable feature, and we are proud of the result. We believe this update will greatly enhance your productivity and efficiency.

Well done to our amazing team for their hard work and commitment to providing an exceptional user experience!