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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Inactive Deal Card Filter
You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager. Â
Label Availability for Agents Accessing Specific Pipelines
Now all the agents who have access to the particular pipeline will have access to the labels of the specific pipeline. They can add/edit/delete labels
Pin notes implementation in Pipeline
You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the
Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard
In Pipeline Manager Settings and Sales Dashboard, the reports will be based on the quoted value instead of deal card details.  To view the
Custom fields and Tags in Pipeline
Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and
Select All Option in the Pipeline Stage
You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark
Merge Deal Cards in Pipeline Manager
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
Download Deal Chart Reports : Table vs Detailed Report
In deal charts under the Pipeline module, you can download two types of reports- Table Report and Detailed Report. Â This feature is available for
Pipeline Chart Handling for Producers
Agents who are marked as Producers will have deal charts visible in their accounts. To view the enhancement: Navigate to the settings module Click on
Date Range and Pipeline Consistency in Deal Chart
In deal charts, you can select the date range option from the following-Â Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
Save the Last Applied Filter in Deal Charts
In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue.  The filters are available in the
Print Timeline
Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline.Â
