Everyone processes information differently. Customizing how an opportunity’s details are displayed allows you to manage it more effectively and maximize results. With Unlabeled Cards and field management in the Opportunity View, you have full control—let’s explore how to use it!
Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!
Estimates are a great tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensure that all information is correct and this feature improvement will help you guarantee that!
Have you ever struggled with deciding what to add to your dashboard? If you're unsure how to use widgets to display the right data and interpret the insights they provide, this improvement is here to help. By guiding you through building your dashboard, this tool ensures you showcase your business in the best way possible.
