In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Update – The option to add labels to the deal card is now available within the card view Application – Easier access to add labels
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
When you create a pipeline, you can set the win probability percentages. This feature will help agents to understand the chance of winning the deal.
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
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