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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
eSignature tab in Pipeline
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Quoted Date in Deal Quotes
You can find the quoted date if you navigate to the quote section of the deal card. Â To view the enhancement: Navigate to Pipelines
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Incoming Text Notification forward to email
You can set notifications for incoming text messages for a particular email id.  Note: Only Admin can set this notification  To view the
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Chronological Order Pipeline Automation Stages
Now automation stages will be arranged and sorted based on time. Â For example, if you have set stage 1 automation for an email that
Linked Account in deal cards
On the deal card details page, you will have the linked account details  To view the enhancement: Navigate to Pipelines Click on a deal
Card detail view from pipeline card page
If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card
Show checklist while importing in a deal card
Now you will be able to view all the items of the checklist while importing it into a deal card.  To view the enhancement:
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section, links
Collapse Stage feature in the pipeline
You can collapse any stage in a pipeline. Click on the Collapse icon below the pipeline to hide the selected stage. Â You can also
Expected Revenue on the Deal Card
Now along with the premium amount, the revenue amount will be visible on the deal card. Â This will be visible only in the Extended
