Opportunity Widgets | Lost Reason Filter

Opportunity Widgets | Lost Reason Filter

Published on: 09/07/2024

This feature allows businesses to categorize and analyze lost opportunities by specific reasons within the CRM, enhancing data insights and decision-making.

System Updates
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Opportunity - Decoupling Contact & Opportunity Owners

Opportunity - Decoupling Contact & Opportunity Owners

Published on: 18/06/2024

This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization.

System Updates
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Opportunity Custom Fields Added to Event Start Date Action

Opportunity Custom Fields Added to Event Start Date Action

Published on: 27/01/2024

Effortlessly leverage opportunity custom fields within event start date actions in our CRM's workflow, providing enhanced flexibility and control over your business processes.

System Updates
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Adding Followers Inside An Opportunity

Adding Followers Inside An Opportunity

Published on: 27/12/2023

Introducing the powerful "Followers" feature, enabling you to add up to 10 “followers” to an opportunity, streamlining collaboration, making it ideal for sales teams, project management, or any scenar...

System Updates
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