Your deal view just got an upgrade 🚀 | Release Notes
Your deal view just got an upgrade 🚀
Thanks to your feedback, we’ve rolled out a few exciting updates to make working with deals even smoother: 🌁 Views allow you to slice and save your deals to quickly access the ones that matter to you ⏰ We’ve added a...
Thanks to your feedback, we’ve rolled out a few exciting updates to make working with deals even smoother:
- 🌁 Views allow you to slice and save your deals to quickly access the ones that matter to you
- ⏰ We’ve added a timeline to the list view
- 🤏 Made the rows on the list view shorter so you can see more deals 👀
This was all due to customer feedback so please get in contact if you have your own…
How to get started
🌁 Views
- Filter the deal list or Kanban board
- Click the + at the top of the page
- Name your view
- Select who can see it
- Click Create
⏰ Timeline You’ll see it on the deal list, and on the company pages, let us know if you’d like to see it on the Kanban
- 🟢 = Call
- 🔘 = Email sent
- 🟣 = Email received
- Bigger = More activity