3 New Enhancements For To-Do’s and Merges

Our development team has been hard at work this holiday season adding little gifts for our customers into the app. These enhancements to the app have been seamlessly added the last couple of weeks. Today, we’re pleased to highlight three additions to the app you can use to stay organized and close more deals in the final weeks of 2014.

Global Add Task & Event

The global +Add button appears on every page in the app at the top of the page. You can use this button to add People, Deals, Companies, and now, Tasks & Events! Simply click on the +Add button on any page in the app to create a new to-do item for your agenda.

This feature is great for adding singular tasks and events with one click. The +Add button and the new global add task and event feature will help you stay organized and efficient.

Created At Dates For Agenda Items

This small addition to the app is a big win for salespeople who set goals to add bookings each week. From the Agenda tab, you can now add the created at date for tasks and events to the list view. Simply click on Select Columns and click the check box next to “Created At” to view the date in which you’ve added a new task or event.

There are number of useful ways you could utilize this feature. For example, you could create a “Weekly Bookings Report” to report on the number of meetings that you’ve scheduled during a specific week. You can take the weekly bookings report to the next level by comparing your bookings against completed meetings for the week or month, or compare against won deals.

Flip-Flop Merges – So you never make a merger mistake ever again

Duplicate data happens. When it happens, you need to be able to easily and reliably merge your profiles together.

One pain point for customers in the past has been the order in which you choose to merge profiles. Our development team has cured this pain by adding a “Flip” button to the merge profile screen. Easily flip two profiles you wish to merge to decide which profile is staying and which is going by clicking the flip button.

Coming up next…

This week’s new features are enhancements to make your PipelineDeals experience even better. Created at Dates and Flip-Flop Merges came directly from pain points our customers shared with us – and now they’re fixed! If you have a suggestion for an improvement to the app, please let us know.

Comments

  1. Flip flop merger was a great addition. I was spending a lot of time previously switching to make sure I was merging the correct profile.

    Hoping for enhanced reporting features in 2015! Pipeline does 90% of what we want, and getting more comprehensive visual reports from our sales data is the last step.

    1. Thanks for the feedback Liam. I’m glad to hear that the ability to flip-flop merges has been helpful.
      We do have plans to release enhanced reporting features in 2015. Be on the lookout for some brand new reporting tools!

  2. I was seriously considering contacting you guys yesterday about the order of merging. And now you’ve fixed it! Awesome!

Comments are closed.