Track Deals Past and Present with Hindsight
This week we’re phasing a major update into the Deals list views of Grow accounts. You can now use Hindsight to compare today’s pipeline to previous dates right in the list view with a couple of clicks. With this launch, you’ll be able to quickly track sales progress and save time spent manually pulling and reporting comparative data.
With a timeframe selected, Hindsight will show you a summary of total changes while providing you visibility into the specific movement contributing to your top line.
Looking for a lost deal? Check the Recycle Bin!
Now that you can see changes in your pipeline, you may find yourself wanting to know exactly why certain metrics changed or what the details were of deals that moved out of your pipeline. With Grow, you can now find and restore deleted deals in the Recycle Bin.
The recycle bin is accessible through the Hindsight comparative view and through your user icon dropdown menu available in the global navigation.
As always, you can reach out to firstname.lastname@example.org for more information. You can also find the knowledge base article here.
Search and You Will Find Improvement
Our Search experience is in the final phases of a ground-up rewrite. Soon, accounts on all tiers will have improved Search—so finding what you need will soon be easier and faster than ever.
Mobile App Dashboard Update
Your mobile experience will be improved with added functionality and a user-friendly dashboard view. Press into the app and you will immediately see your tasks, starred lists, and pipeline with one click.
Fixes and Small Updates
New to Agenda Settings: Quarterly
If you have tasks and events in your sales process that repeat quarterly, you can now select “quarterly” as the repeat option when creating the task.
Web-to-Leads New Functionality
We have added ability for web-to-leads to create a lead OR contact, deal, company, and calendar entry. Previously, you could only create a lead.
New Automation Trigger Options
An automation could previously only be triggered when any numeric or currency field changes—now, you can set triggers for “increase” or “decrease” changes too!
We’ve updated our API documentation. Check out the latest PipelineDeals API here: