New: Activity pop-up after the deal is won

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Manuel Oliveira
Manuel Oliveira Admin Posts: 1,092 COMMUNITY MANAGER
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edited April 29 in What's New #1
Screenshot 2024-04-16 at 16.47.12.png

Hello community 👋

The Activity pop-up after the deal is won (aka Opportunity Compass) update is coming out of testing and starting its gradual release.

What does it do?

  • You can enable and disable a follow-up activity that pops up when a deal is won.
  • Set the default follow-up activity type and follow-up time (1 week to 12 months)

When?

Feature release starts today and is planned to reach all companies and regions by the end of April 2024.

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