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 the timeline of actions. This process was time-consuming and cumbersome.With our latest enhancement, an icon has been added at the front of the pipeline module. This allows users to quickly and easily access the timeline for any actions performed on any deal card within a particular pipeline.
Use Case: Quickly access the pipeline timeline and view actions performed for any deal card within a specific pipeline.
Note: You can currently access the Pipeline Timeline only at the admin level.
To View the Enhancement:
- Navigate to the Pipeline Module.
- Then, click on ‘Pipeline Timeline’ option present in the top right corner.
- A sliding panel will appear from the right, showcasing all recent activities within the selected pipeline.
- Detailed Timeline View: Displays key information, including the deal title, time, date, action description, and the agent’s name who performed the action.
- Quick Deal Title Access: Hover over the menu icon to instantly view the deal title.
