We’ve introduced a new feature in the Pipeline module where the category (quote type) is now visible directly on each Deal Card. This enhancement helps agents quickly identify and differentiate deal cards based on their respective categories, improving clarity and efficiency in managing pipeline activities.
Use Case:Agents can now view the quote category directly on each Deal Card, allowing for quicker identification. This helps streamline decision-making and improve workflow efficiency.
To View the Enhancement:
- Navigate to the Pipeline module.
Here you can see the Category (Quote type) on the deal cards.
