Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency.
Use Case: Enhance your pipeline management with SMS, email, file integration, automation, and timeline view to streamline communication, organization, and productivity.
To View the Enhancement:
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- Go to the pipeline module.
- Then, select any deal card and click on it.
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- Now, we have added extra features such as SMS, email, Files, Automation, and a full timeline in the Card View.