Weekend Upgrades & Enhancements
Quick update on some polish and wax recently added recently to PipelineDeals:
Notes Report Improvements
The Notes Report now displays Company Name for a Contact. The Company Name can also be searched using the company filters.
Completed to-dos and events on your calendar now display with strike-through formatting. You can now also add a To-Do item directly from the calendar.
Forwarding emails to a contact (not associated to a deal) will upload the document right to the contact profile page.
Speed improvements as well as a fix for lead owner and assignments.
Sales Pipeline Report
More speed improvements.