To Dos, Notes, and Tasks, is now available in the deal card quick view. This enhancement enables users to incorporate a checklist, add notes, and manage tasks directly from the deal card quick view interface. All the added information will seamlessly appear in the timeline for easy reference and tracking.
Use Case: This functionality allows users to create checklists, add notes, and organize tasks seamlessly within the context of a specific deal. All information added through this interface will be automatically reflected in the deal’s timeline for effortless reference and monitoring.
Navigation:
- Go to Pipelines.
- Click on the desired deal card.
- Discover a range of updated options conveniently located at the bottom for easy access and utilization
Note: Any details added within the deal card quick view will automatically be displayed within the timeline.
