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All Updates & Releases

Announcement •
Feature upgrade •
New release •
Performance •
March 14, 2022

See User's Requests in the Pipeline

See user's requests in the pipeline on the user details page.
All Plans
Pipeline
Announcement •
Feature upgrade •
New release •
Performance •
March 8, 2022

Default Board View

When pipeline users log in, the default view is now the Kanban board.
All Plans
Pipeline
Announcement •
Feature upgrade •
New release •
Performance •
February 25, 2022

Record Synergies

Users can record synergies including a description, financial value, assignee, and archive date.
All Plans
General
Announcement •
Feature upgrade •
New release •
Performance •
January 19, 2022

Copy Room - Additional Options

Users can now include documents, dependencies, and other items when copying a room.
All Plans
General
Announcement •
Feature upgrade •
New release •
Performance •
December 2, 2021

Add Contacts to Deals

Pipeline users can add associated contacts to deals. Select a deal card and click "add contact". From there you either add from existing contacts or add a new contact.
All Plans
General