Release Date: March 25, 2025​ With this enhancement, tasks inside the Deal Card now display a stamp indicating their status either “Pending” or “Completed.” This
With our latest UI enhancement, managing pipelines has become more intuitive and user-friendly. The redesigned interface improves navigation, making it easier to create & update
Feature release Date: February 1st, 2025 With our latest enhancement, you can now customize and manage mandatory fields while editing pipelines within the Pipeline module.
Feature release Date: February 1st, 2025​ Earlier, while multi-selecting deal cards within the pipeline and marking them as “Deal Lost,” the X-date option was not
With our latest enhancement, you will be able to track call activity directly in the Deal Activities Effort section. This addition provides a visual representation
Calls made from the deal card are now displayed within the Call History, offering a comprehensive details view of outgoing calls being made. This enhancement
With our latest enhancement, you can easily rename any file attached to a deal card within the Pipeline module. The updated file name will automatically
Pipeline automation may look a bit different with minor updates and improvements. The updated features include enhanced checklist management with multi-select options, updated agent roles
In the latest update, you can now swiftly edit checklist items directly from deal cards. Additionally, you can now integrate clickable URLs within checklists, enabling