We have introduced a new enhancement in the Pipeline Dashboard Master Report with the addition of four new filters: Created Date, Won/Lost Date, Premium Range,
We have introduced a new enhancement in the Pipeline Dashboard under the Master Report that allows you to filter reports by pipeline name. This feature
Release Date: April 26, 2025​ We’ve introduced an enhancement in the Pipeline’s Deal Card details – the ability to merge duplicate accounts seamlessly. This update
Release Date: March 1, 2025​ With our latest enhancement, you can now track tasks within the Deal Activity Effort section, providing deeper insights into task-related
This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making. Use Case:Track
Now, in the Master Report within the sales dashboard, while adding multiple filters, we have the option to save and reuse the filters whenever necessary.