Polish & Wax

Today, we have started our process to put some polish and wax on PipelineDeals. Over the next few months, we will begin rolling out small incremental improvements designed to improve your workflow, and reduce clicks inside the application. We hope to optimize the finer details (aka the polish and wax) in order to be the easiest to use Simple CRM solution on the market.

Today, we have started our process to put some polish and wax on PipelineDeals. Over the next few months, we will begin rolling out small incremental improvements designed to improve your workflow, and reduce clicks inside the application. We hope to optimize the finer details (aka the polish and wax) in order to be the easiest to use Simple CRM solution on the market.

A few polish and wax features that are now live:

DEALS SEARCH IMPROVED

You can now search the full deal name from your deals directory. This will improve your search hit rate and allow you to find your deals more quickly and efficiently. The old deals search only would search the first few letters of the deal name.

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WRITE A NOTE

You will now notice that we reduced clicks to perform one of the most frequented actions – writing a note for a deal. We now open the deals page with the write a note form open.

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Expect more improvements over the next several months.

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