Brand New Step Activities, Improved List Views, Improved Quote Management, Performance Improvements and more (v4.15.0)
Pipeliner CRM 4.14.0 introduces brand new Step Activities. By adding a Sales Activities Checklist to each step of the Pipeline, Pipeliner Admins can assist teams by providing step-by-step guidance using contextualized notifications which give specific suggestions on what actions users need to take in order to follow the company’s established process/strategy. Additional enhancements when using the List Views throughout Pipeliner allows users to easily resize columns by clicking on the "Fit Column Widths" button and allow horizontal scrolling if lots of fields are selected. Users who rely on our Office 365 or Google calendar integrations now have a new option which allows them to choose whether to sync private appointments or not. This release has added the ability to use Quotes in Reports and Dashboards as well as export Quote data. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.