Release Notes 2023

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.

Pipeliner CRM 4.14.0 introduces brand new Quotes Management feature which allows you to manage the process of preparing and sending quotes to your customers and prospects. Pipeliner Administrators now import the values for validated fields (Drop-downs, Multi select checkboxes, Radio) instead of entering each value individually. It’s also possible to add/replace/update existing values by first exporting, then editing and then re-importing updated values. These options are available for out-of-the-box fields as well as custom fields. We improved also Reports & Dashboards, added Multi Currency Values, improved Insights, and added Tags on Record Creation and more. We are also improving continuously our application and adding various other small enhancements and fixes throughout the whole application.