User Preferences and Settings

We’ve introduced a ‘Deal Summary’ field for the Service-type Pipeline. Now, when adding a deal card using the Add Deal option, you can include a

Now within Renewal Pipeline, you will be able to create  Renewal deal cards based on the division in private or shared. Use Case: Ability to

Cards Created in Private Board with Round Robin Logic: If you’ve enabled Round Robin Logic for a pipeline and selected the option to create cards

With our new enhancement, you will be allowed to merge duplicate deal cards by Account or Contact. If you encounter multiple deal cards with the

With the new “Add Carrier” option, users quickly select and add carriers while creating a deal. The system automatically pulls carrier details from the existing

You can now easily filter deal cards by status stamps like Cancelled, Remarketing, Rewritten, Renewed, or Reinstated. Use Case: Simplify your Deal Management with Status Stamp

Now, within the deal card under list view, we have now introduced the revenue column option, allowing you to easily track the revenue amount associated

Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before

Before, when we created a deal card, we couldn’t go back and change its account type. Now, you can easily edit it by clicking on