User Preferences and Settings

Release Date:- January 6th 2026 We’ve introduced a new enhancement in the Pipeline module under the Renewal Pipeline section. This update provides additional options in

Release Date: March 25, 2025​ With our latest enhancement, you can now sort deal cards by Deal Age in the Pipeline module. Simply go to

Release Date: March 25, 2025​ With our latest enhancement, you can now easily add deals using the new Tags option within Add Deals! Simply enable

Feature release Date: February 1st, 2025​ With our latest enhancement, admins can now utilize the Action By Filter in the Pipeline Timeline to view an

Feature Release Date: 28 December, 2024 We have now added a new % Change filter within the Pipeline module for renewal pipeline type. This feature

Feature Release Date: 28 December, 2024 Earlier, users needed to click on individual deal card details or navigate within a specific deal card to view

We’ve introduced a ‘Deal Summary’ field for the Service-type Pipeline. Now, when adding a deal card using the Add Deal option, you can include a

Now within Renewal Pipeline, you will be able to create  Renewal deal cards based on the division in private or shared. Use Case: Ability to