New Feature – Welcome to the Agenda Tab!

What is the first thing that you do at work in the morning? Grab a cup of coffee? Browse your email? Review your calendar? Whether you are getting started in your career or the CEO of your own company, business leaders agree that you need to start your day organized in order to be as productive as possible.

We Want to Help You Stay Organized

 Keep your agenda straight with PipelineDeals

To help you stay organized and on-top of your sales starting first thing in the morning, we’ve added an Agenda tab to the global navigation bar in the app. The Agenda tab is your one-stop location for tasks and events. With its addition to the global navigation bar, you’ll be able to navigate to your to-do list from anywhere in the app.

The Agenda tab helps you review, prioritize, or reschedule your most important tasks and events for the day. Using the Simple or Advanced filter, you can use the list view to drill down on future tasks for a hot deal or lead. Quickly postpone multiple tasks or mark multiple tasks or events as complete using bulk actions. View contact cards, record activities and create follow-up tasks in one powerful list view.

 Let our agenda tab be your first stop in the morning!
Let our agenda tab be your first stop in the morning!

Starting your day off on the right foot will help you close more deals and get more done. Tomorrow, start your day by clicking on the Agenda tab and get the most out of your day!

How Do You Stay Productive?

What productivity tips do you use to get the most out of your work day? Share your tips in the comment section below.

Comments

  1. This is the best new feature you’ve added! I also like some of the new abilities to edit or add info from list views. Keep the improvements coming!

    1. Thanks Tim! We have some cool new features upcoming in the next few months. We’ll make some announcements here soon.

    1. Thanks for your feedback Saurabh. You can filter by event/task Type by clicking on the Advanced Mode button to reveal additional filtering options.

      We don’t currently support an alphabetical sort option for this field, but it’s possible that we’ll support this feature in the future.

      Best,

      David

    1. Hi Mark,

      You can receive a daily agenda email from PipelineDeals. To receive daily agenda emails, click on My Profile > Email Reports and click the checkbox next to Daily Agenda.

      Hope that this helps!

      Best,

      David

Comments are closed.