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.  

 sales notes report

Calendar To-Dos

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.

 Sales calendar


Forwarding emails to a contact (not associated to a deal) will upload the document right to the contact profile page.

Leads Tab

Speed improvements as well as a fix for lead owner and assignments.

Sales Pipeline Report

More speed improvements.

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