Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
Necesito el tiempo que pasa cada negocio que se encuentre en un embudo específico, en estado abierto y que su fecha de proceso sea el de este mes.
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
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