Now available: Easier Deal Entry & Modify Close Dates

Launching soon, two new features on PipelineDeals: Easier Deal Entry & Editing, as well as Editing Deal Creation & Close Date. Learn more about these two new features now!

Launching soon, two new features on PipelineDeals:

Easier Deal Entry & Editing

Deal entry has been improved with a new simplified user interface, one (1) save button, and a probability slider. You can open up the edit form by clicking on any field as before.  You can also delete the deal using a tab that appears when you hover to the right of the expected close date. 

 Deal Summary

Editing Deal Creation & Close Dates

Administrators now have the ability edit the close dates and deal creation dates. New accounts migrating from Salesforce.com, SugarCRM,  and other CRM providers can also take advantage of the deal edit feature to clean up historical data.

To edit creation and close dates for a deal:

  1. Select Modify Dates from the Deal Actions Menu
  1. Edit Dates on the slide down form 
  1. Click Save

 View deal stages

Share this post:

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email

Don't miss another post! Sign up here.