New Platform Update: 2023-06-09
June 9th, 2023 - Product Updates
New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab.
Renaming Deal Cards: You can now rename deal cards from the pipeline by clicking on the title of the room in the card.
Names on Single Assignees/Reviewers: If a task has a single assignee/reviewer, their name is shown. This should provide more visibility from the Requests overview.
Create Room Pipeline Permission: Create room option is now added as a permission option for pipeline groups.
Improved Comment Highlighting: From the Requests tab overview, requests with comments that need to be approved will now have a yellow comment icon. Also, if you read a comment from the overview page the comment icon will change from blue (meaning unread) to gray (meaning read).
New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab.
Renaming Deal Cards: You can now rename deal cards from the pipeline by clicking on the title of the room in the card.
Names on Single Assignees/Reviewers: If a task has a single assignee/reviewer, their name is shown. This should provide more visibility from the Requests overview.
Create Room Pipeline Permission: Create room option is now added as a permission option for pipeline groups.
Improved Comment Highlighting: From the Requests tab overview, requests with comments that need to be approved will now have a yellow comment icon. Also, if you read a comment from the overview page the comment icon will change from blue (meaning unread) to gray (meaning read).
Updated on: 04/01/2024
Thank you!