Notes Experience

Notes Experience

Published on: 10/02/2025

When you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.

System Updates
Unlabeled Cards in Opportunity View

Unlabeled Cards in Opportunity View

Published on: 06/02/2025

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!

System Updates
Invoices Estimates Available in Opportunities

Invoices Estimates Available in Opportunities

Published on: 06/02/2025

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!

System Updates
Dynamic Routing for Opportunities

Dynamic Routing for Opportunities

Published on: 24/01/2025

Opportunities allow you to keep track of the customer journey of any contact. However, you may have multiple opportunities with the same contact. So, when sharing with your team it’s important to be accurate with the details. We’ve included the option to share direct links to specific opportunities using a new URL structure.

System Updates

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