Merge Deal Cards in Pipeline Manager
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
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Win Probability Percentage in Deal Stages and Deal Chart
When you create a pipeline, you can set the win probability percentages. This feature will help agents to understand the chance of winning the deal.
Category filter in the pipeline
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Forecast view- Deal Forecast
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
Pipeline Leaderboard
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
Restrict Pipeline Access
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
Add files
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
Improved the Labels and Tag color palette
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget
Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation,
Ringless voicemail
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
Archive all Deal cards in a Pipeline Stage
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
