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:
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🌁 Views allow you to slice and save your deals to quickly access the ones that matter to you
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⏰ We’ve added a timeline to the list view
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🤏 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
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Filter the deal list or Kanban board
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Click the + at the top of the page
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Name your view
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Select who can see it
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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
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🟢 = Call
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🔘 = Email sent
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🟣 = Email received
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Bigger = More activity