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 short panel will slide in from the right displaying all the latest actions performed within the selected pipeline.
- The Pipeline Timeline will display important details, including the deal title, time, date, and a short description of the action performed, along with the agent’s name who has performed the action.
